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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
Brian Parker (CRD# 4280596) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Rome, GA and has over 14 years of experience in the finance industry. Brian Parker 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.
Jerry Parrish (CRD# 4951494) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Calhoun, GA and has over 18 years of experience in the finance industry.
Daniel Payne (CRD# 4077985) is an Investment Advisor Representative working at Starr-mathews Financial, LLC in Calhoun, GA and has over 24 years of experience in the finance industry. Daniel Payne 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.
Allen Petway (CRD# 1132228) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dalton, GA and has over 41 years of experience in the finance industry. Allen Petway 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.
Sara Pierce (CRD# 1086725) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Dalton, GA and has over 41 years of experience in the finance industry. Sara Pierce 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.
Scott Porter (CRD# 4502249) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Rome, GA and has over 22 years of experience in the finance industry. Scott Porter 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.
Mary Purgason (CRD# 2624054) is an Investment Advisor Representative working at Lpl Financial LLC in Calhoun, GA and has over 28 years of experience in the finance industry.
Jeffrey Rickett (CRD# 2572822) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Rome, GA and has over 29 years of experience in the finance industry. Jeffrey Rickett 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.
Austin Roberts (CRD# 7025282) is an Investment Advisor Representative working at Edward Jones in Rome, GA and has over 5 years of experience in the finance industry.
Andrew Rodgers (CRD# 4506611) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Rome, GA and has over 22 years of experience in the finance industry.