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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
Daniel Bledsoe (CRD# 7060678) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Athens, GA and has over 4 years of experience in the finance industry.
Carla Braswell (CRD# 6841619) is an Investment Advisor Representative working at Edward Jones in Athens , GA and has 1 year of experience in the finance industry.
William Brown (CRD# 7406518) is an Investment Advisor Representative working at Carson Advisory Group in Athens, GA and has 1 year of experience in the finance industry.
Jacob Carey (CRD# 7564775) is an Investment Advisor Representative working at Edward Jones in Elberton, GA and has 1 year of experience in the finance industry.
Eric Edwards (CRD# 4550677) is an Investment Advisor Representative working at Bison Advisors in Hartwell, GA and has over 21 years of experience in the finance industry.
Casey Everett (CRD# 7369523) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Athens, GA and has over 2 years of experience in the finance industry.
Jeremy Johnson (CRD# 6658360) is an Investment Advisor Representative working at Bison Advisors in Hartwell, GA and has over 4 years of experience in the finance industry.
Jovan Johnson (CRD# 7225767) is an Investment Advisor Representative working at Piece Of Wealth Planning LLC in Athens, GA and has 1 year of experience in the finance industry. Jovan Johnson 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.
Claude Lett (CRD# 7165828) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Athens, GA and has over 3 years of experience in the finance industry.
Jonathon Lovingood (CRD# 7872530) is an Investment Advisor Representative working at Potomac Fund Management in Athens, GA and has 1 year of experience in the finance industry.