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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
Amy Parrish (CRD# 2246609) is an Investment Advisor Representative working at Ifg Advisory, LLC in Athens, GA and has over 31 years of experience in the finance industry.
Michele Pearson Tucker (CRD# 6399887) is an Investment Advisor Representative working at Edward Jones in Athens, GA and has over 9 years of experience in the finance industry.
Zachary Phillips (CRD# 6313404) is an Investment Advisor Representative working at Lvz, Inc. in Clarkesville, GA and has over 8 years of experience in the finance industry.
Aaron Plaisted (CRD# 3274310) is an Investment Advisor Representative working at Edward Jones in Toccoa, GA and has over 24 years of experience in the finance industry.
David Plaisted (CRD# 1064682) is an Investment Advisor Representative working at Edward Jones in Toccoa, GA and has over 41 years of experience in the finance industry.
Andrew Rasmussen (CRD# 5290280) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Athens, GA and has over 13 years of experience in the finance industry.
Denise Ricks (CRD# 2590743) is an Investment Advisor Representative working at Edward Jones in Athens, GA and has over 28 years of experience in the finance industry.
Benjamin Roberts (CRD# 1124636) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Athens, GA and has over 41 years of experience in the finance industry.
Kyle Roney (CRD# 5126180) is an Investment Advisor Representative working at Troika Capital Advisors, LLC in Athens, GA and has over 18 years of experience in the finance industry.
Cynthia Rosso (CRD# 5021755) is an Investment Advisor Representative working at Elevate Wealth Advisory, Inc. in Athens, GA and has over 16 years of experience in the finance industry. Cynthia Rosso 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.