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Distance Only Roswell, GA
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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
Brian Burkett (CRD# 5627282) is an Investment Advisor Representative working at Lpl Financial LLC in Roswell, GA and has over 14 years of experience in the finance industry.
Christopher Cannata (CRD# 6304142) is an Investment Advisor Representative working at Howard Capital Management, Inc. in Roswell, GA and has over 10 years of experience in the finance industry.
Matthew Daley (CRD# 2571778) is an Investment Advisor Representative working at Howard Capital Management, Inc. in Roswell, GA and has over 26 years of experience in the finance industry.
Nancy Girard (CRD# 7306878) is an Investment Advisor Representative working at Edward Jones in Roswell, GA and has 1 year of experience in the finance industry.
Katherine Grier (CRD# 7882231) is an Investment Advisor Representative working at Merit Financial Advisors in Roswell, GA and has 1 year of experience in the finance industry. Katherine Grier 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.
Grant Harney (CRD# 7516929) is an Investment Advisor Representative working at Remotiv / Financial Soundings in Roswell, GA and has over 2 years of experience in the finance industry.
Robert Harris (CRD# 7257292) is an Investment Advisor Representative working at Harris Consulting in Roswell, GA and has over 3 years of experience in the finance industry.
Phillip Kleiber (CRD# 7250209) is an Investment Advisor Representative working at First Pitch Planning And Tax LLC in Roswell, GA and has 1 year of experience in the finance industry. Phillip Kleiber 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.
Kristopher Kowalski (CRD# 3045626) is an Investment Advisor Representative working at Primerica Advisors in Roswell, GA and has over 25 years of experience in the finance industry.
Brandon Melick (CRD# 7459211) is an Investment Advisor Representative working at Howard Capital Management, Inc. in Roswell, GA and has over 2 years of experience in the finance industry.