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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
John Cubic (CRD# 3161450) is an Investment Advisor Representative working at Cfs Cubic Financial Services, Inc. in White Plains, GA and has over 25 years of experience in the finance industry. John Cubic has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Patrick Dally (CRD# 5973727) is an Investment Advisor Representative working at Edward Jones in Social Circle, GA and has over 12 years of experience in the finance industry.
Gary Davis (CRD# 1133027) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Watkinsville, GA and has over 40 years of experience in the finance industry.
Richard Dawkins (CRD# 2398555) is an Investment Advisor Representative working Blueprint Wealth Solutions of Raymond James & Associates, Inc. in Athens & Gainesville, GA serving over 22 states and has over 23 years of experience in the finance industry. His practice takes a Holistic approach starting with the big picture first, providing Complex Estate/Business succession/Asset protection planning, before moving to feebased professionally managed Asset management. His practice is entrusted with nearly 300 million under management for roughly 300 families.
Tondeleo Day (CRD# 2158470) is an Investment Advisor Representative working at Edward Jones in Loganville, GA and has over 11 years of experience in the finance industry.
Michael Dekle (CRD# 6058549) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Athens, GA and has over 11 years of experience in the finance industry.
Paul Demersseman (CRD# 2043987) is an Investment Advisor Representative working at Park Avenue Securities LLC in Athens, GA and has over 33 years of experience in the finance industry.
David Denham (CRD# 6625806) is an Investment Advisor Representative working at Trademark Capital Management Inc. in Watkinsville, GA and has over 8 years of experience in the finance industry.
Kelly Dixon (CRD# 5854982) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 13 years of experience in the finance industry.
Doyle Dominy (CRD# 4388346) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Watkinsville, GA and has over 22 years of experience in the finance industry.