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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 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.
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.
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.
Sana Lakhani (CRD# 6727199) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sandy Springs, GA and has over 7 years of experience in the finance industry.
Richard Mackelfresh (CRD# 4251194) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sandy Springs, GA and has over 23 years of experience in the finance industry.
Andrew McClain (CRD# 5169074) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sandy Springs, GA and has over 17 years of experience in the finance industry. Andrew McClain 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.