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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
James Morris (CRD# 5428483) is an Investment Advisor Representative working at The Lloyd Group in Suwanee, GA and has over 16 years of experience in the finance industry. James Morris 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.
Sherry Murphy (CRD# 2190609) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Suwanee, GA and has over 17 years of experience in the finance industry.
Kevin O'brien (CRD# 3071645) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Suwanee, GA and has over 25 years of experience in the finance industry.
Jai-hong Park (CRD# 4474195) is an Investment Advisor Representative working at Equitable Advisors, LLC in Suwanee, GA and has over 22 years of experience in the finance industry.
Anuj Patel (CRD# 6645178) is an Investment Advisor Representative working at Truvestor Wealth Management in Suwanee, GA and has over 8 years of experience in the finance industry.
Malcolm Peele (CRD# 4831033) is an Investment Advisor Representative working at Synovus Securities, Inc. in Suwanee, GA and has over 8 years of experience in the finance industry.
John Puckett (CRD# 5537522) is an Investment Advisor Representative working at Commonwealth Financial Network in Suwanee, GA and has over 9 years of experience in the finance industry. John Puckett 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.
David Rath (CRD# 4813864) is an Investment Advisor Representative working at Lpl Financial LLC in Suwanee, GA and has over 18 years of experience in the finance industry.
Abby Reed (CRD# 6781337) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Suwanee, GA and has over 7 years of experience in the finance industry.
Terence Reilly (CRD# 2439167) is an Investment Advisor Representative working at Blackthorn Asset Management LLC in Suwanee, GA and has over 14 years of experience in the finance industry.