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Distance Only Suwanee, 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
Derek Lawson (CRD# 5400604) is an Investment Advisor Representative working at Lpl Financial LLC in Suwanee, GA and has over 16 years of experience in the finance industry. Derek Lawson 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 Levine (CRD# 4340093) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Suwanee, GA and has over 23 years of experience in the finance industry.
Mark Lloyd (CRD# 3098561) is an Investment Advisor Representative working at The Lloyd Advisory Group in Suwanee, GA and has over 16 years of experience in the finance industry.
Ulric Maduro (CRD# 1712447) is an Investment Advisor Representative working at Ucs Investment Co in Suwanee, GA and has over 36 years of experience in the finance industry.
Creston Maxey (CRD# 6706045) is an Investment Advisor Representative working at The Lloyd Advisory Group in Suwanee, GA and has over 7 years of experience in the finance industry.
Michael McFarland (CRD# 4263448) is an Investment Advisor Representative working at Stonex Advisors Inc. in Suwanee, GA and has over 23 years of experience in the finance industry.
Carole McNichol (CRD# 1554877) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Suwanee, GA and has over 23 years of experience in the finance industry.
Timothy Mersereau (CRD# 4658151) is an Investment Advisor Representative working at Mersereau, Lazenby & Rockas, LLC in Suwanee, GA and has 1 year of experience in the finance industry.
Stephen Mimbs (CRD# 6085900) is an Investment Advisor Representative working at Pnc Investments in Suwanee, GA and has over 11 years of experience in the finance industry.
David Morris (CRD# 5607829) is an Investment Advisor Representative working at Stonex Advisors Inc. in Suwanee, GA and has over 15 years of experience in the finance industry.