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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
Todd Bellocchio (CRD# 3169122) is an Investment Advisor Representative working at Synovus Securities, Inc. in Atlanta, GA and has over 25 years of experience in the finance industry. Todd Bellocchio 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.
Michael Belote (CRD# 5642403) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Atlanta, GA and has over 14 years of experience in the finance industry.
Lindsay Belton Paugh (CRD# 4578116) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Atlanta, GA and has over 21 years of experience in the finance industry.
Jennifer Bender (CRD# 3261279) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Atlanta, GA and has over 17 years of experience in the finance industry.
Theodore Bennett (CRD# 4291320) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 23 years of experience in the finance industry.
Melissa Bensman (CRD# 4348315) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Atlanta, GA and has over 20 years of experience in the finance industry. Melissa Bensman 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.
Isabel Berbert (CRD# 5191443) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 9 years of experience in the finance industry.
Andrew Berg (CRD# 2641722) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 28 years of experience in the finance industry. Andrew Berg 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.
Berger Wealth Management, LLC, is a fee-only financial planning firm located in Peachtree City, GA. The firm serves Atlanta and the surrounding counties.
Carol Berger, CFP®, is the sole owner and has been in the financial planning industry for 10 years. Carol offers a Wealth Management service as well as an Investment Management service. She works with individuals and couples - both traditional and non-traditional. Carol also provides investment management for trusts and non-profit organizations.
If you are looking for a large firm with fancy offices, then Berger Wealth Management isn't...
Jonathan Bermudez (CRD# 6535227) is an Investment Advisor Representative working at Young Investment Advisors, Inc. in Atlanta, GA and has over 8 years of experience in the finance industry.