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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
Richard Lenhardt (CRD# 2622625) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bogart, GA and has over 27 years of experience in the finance industry.
Karolyn Lunsford (CRD# 2434325) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Elberton, GA and has over 30 years of experience in the finance industry. Karolyn Lunsford 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.
Judson Mallard (CRD# 2066913) is an Investment Advisor Representative working at Vision Financial Concepts in Athens, GA and has over 33 years of experience in the finance industry. Judson Mallard 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.
Timothy McCabe (CRD# 2365785) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Athens, GA and has over 25 years of experience in the finance industry.
Mark McCannon (CRD# 4187909) is an Investment Advisor Representative working at Edward Jones in Commerce, GA and has over 23 years of experience in the finance industry.
Richard McGrath (CRD# 2938860) is an Investment Advisor Representative working at Bison Advisors in Hartwell, GA and has over 21 years of experience in the finance industry.
Christopher Michalek (CRD# 2753776) is an Investment Advisor Representative working at Lpl Financial LLC in Athens, GA and has over 23 years of experience in the finance industry.
Matthew Mixon (CRD# 3017291) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clarkesville, GA and has over 23 years of experience in the finance industry.
Daniel Mosseri (CRD# 5997001) is an Investment Advisor Representative working at Carson Advisory Group in Athens, GA and has over 9 years of experience in the finance industry.
John Osley (CRD# 6679202) is an Investment Advisor Representative working at Edward Jones in Hartwell, GA and has over 7 years of experience in the finance industry.