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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
Stephen Kinney (CRD# 6497579) is an Investment Advisor Representative working at Edward Jones in Rockmart, GA and has over 8 years of experience in the finance industry.
Darren Knight (CRD# 4178292) is an Investment Advisor Representative working at Lpl Financial LLC in Cedartown, GA and has over 24 years of experience in the finance industry. Darren Knight 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.
Samuel Lee (CRD# 2028183) is an Investment Advisor Representative working at Park Avenue Securities LLC in Cartersville, GA and has over 34 years of experience in the finance industry.
Derrick Lowery (CRD# 2689336) is an Investment Advisor Representative working at Brookwood Wealth Advisors, LLC in Cartersville, GA and has over 28 years of experience in the finance industry. Derrick Lowery 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.
Adrian Lyles (CRD# 5889785) is an Investment Advisor Representative working at Lyles Wealth Management LLC in Calhoun, GA and has over 13 years of experience in the finance industry.
James Mathews (CRD# 4146073) is an Investment Advisor Representative working at Starr-mathews Financial, LLC in Calhoun, GA and has over 23 years of experience in the finance industry.
Taylor McBee (CRD# 6035455) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Calhoun, GA and has over 11 years of experience in the finance industry.
Lisa McCanless (CRD# 5367200) is an Investment Advisor Representative working at Starr-mathews Financial, LLC in Calhoun, GA and has 1 year of experience in the finance industry. Lisa McCanless 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.
Glen Merritt (CRD# 4609939) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cartersville, GA and has over 21 years of experience in the finance industry. Glen Merritt 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.
Edward Moore (CRD# 3183961) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cartersville, GA and has over 25 years of experience in the finance industry.