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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
William Dudley (CRD# 2159253) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Calhoun, GA and has over 32 years of experience in the finance industry. William Dudley 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.
Heather Elsenbach (CRD# 4216024) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Dallas, GA and has over 23 years of experience in the finance industry.
Michael Fields (CRD# 2459020) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cartersville, GA and has over 30 years of experience in the finance industry.
James Hale (CRD# 3226327) is an Investment Advisor Representative working at Edward Jones in Dallas, GA and has over 24 years of experience in the finance industry.
James Henry (CRD# 5783348) is an Investment Advisor Representative working at Edward Jones in Summerville, GA and has over 13 years of experience in the finance industry.
Melissa Hill (CRD# 5654156) is an Investment Advisor Representative working at Edward Jones in Summerville, GA and has over 10 years of experience in the finance industry.
Jason Holland (CRD# 4080424) is an Investment Advisor Representative working at Starr-mathews Financial, LLC in Calhoun, GA and has over 24 years of experience in the finance industry. Jason Holland 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.
Max Holland (CRD# 7099196) is an Investment Advisor Representative working at Starr-mathews Financial, LLC in Calhoun, GA and has 1 year of experience in the finance industry. Max Holland 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.
Claire Jarrett (CRD# 6285866) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Calhoun, GA and has over 9 years of experience in the finance industry.
Stacy Jefferson (CRD# 6094498) is an Investment Advisor Representative working at Edward Jones in Cedartown, GA and has over 11 years of experience in the finance industry.