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Distance Only Sandy Springs, 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
Nicholas Fontanella (CRD# 7049092) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sandy Springs, GA and has over 5 years of experience in the finance industry.
Samuel Grant (CRD# 4897085) is an Investment Advisor Representative working at Homrich Berg in Sandy Springs, GA and has over 22 years of experience in the finance industry. Samuel Grant 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.
Richard Groff (CRD# 4177139) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sandy Springs, GA and has over 23 years of experience in the finance industry. Richard Groff 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.
Stephen Hansen (CRD# 236334) is an Investment Advisor Representative working at Lpl Financial LLC in Sandy Springs, GA and has over 44 years of experience in the finance industry.
Adam Heatley (CRD# 4583822) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sandy Springs, GA and has over 21 years of experience in the finance industry.
Daniel Henning (CRD# 2878734) is an Investment Advisor Representative working at Hc Advisors LLC in Sandy Springs, GA and has over 26 years of experience in the finance industry. Daniel Henning 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.
Lily Hsieh (CRD# 4920024) is an Investment Advisor Representative working at Hc Advisors LLC in Sandy Springs, GA and has over 18 years of experience in the finance industry.
Ronald Jones (CRD# 4962882) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sandy Springs, GA and has over 18 years of experience in the finance industry.
Christopher Jumalon (CRD# 6584031) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Sandy Springs, GA and has over 7 years of experience in the finance industry.
Andrew Killpack (CRD# 7071610) is an Investment Advisor Representative working at Hc Advisors LLC in Sandy Springs, GA and has over 4 years of experience in the finance industry. Andrew Killpack 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.