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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
Joseph Beverly (CRD# 6679135) is an Investment Advisor Representative working at Actify Investor Retirements, LLC in Norcross, GA and has over 8 years of experience in the finance industry.
Purvi Bhavsar (CRD# 5100669) is an Investment Advisor Representative working at Mml Investors Services, LLC in Peachtree Corners, GA and has over 17 years of experience in the finance industry. Purvi Bhavsar 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.
Robert Birgen (CRD# 1659476) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 31 years of experience in the finance industry. Robert Birgen 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.
Daniel Bisese (CRD# 5193830) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Milton, GA and has over 17 years of experience in the finance industry.
Roderick Bishoff (CRD# 5060136) is an Investment Advisor Representative working at Lpl Financial LLC in Dawsonville, GA and has over 18 years of experience in the finance industry.
Valeri Bishop (CRD# 2408291) is an Investment Advisor Representative working at Lpl Financial LLC in Alpharetta, GA and has over 30 years of experience in the finance industry.
Jacob Bivens (CRD# 5462155) is an Investment Advisor Representative working at Morgan Stanley in Alpharetta, GA and has over 14 years of experience in the finance industry.
James Bizzarro (CRD# 2865257) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Alpharetta, GA and has over 27 years of experience in the finance industry.
Brett Blackwell (CRD# 6831987) is an Investment Advisor Representative working at Edward Jones in Alpharetta, GA and has over 6 years of experience in the finance industry.
Stuart Blewett (CRD# 2319375) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Milton, GA and has over 31 years of experience in the finance industry.