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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
Scott Houston (CRD# 4845370) is an Investment Advisor Representative working at Enterprise Wealth Partners, LLC in Tallapoosa, GA and has over 19 years of experience in the finance industry.
Jason Backus (CRD# 6415371) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Carrollton, GA and has over 8 years of experience in the finance industry.
Margaret Borden (CRD# 5575905) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Carrollton, GA and has over 15 years of experience in the finance industry.
Jerry Dempsey (CRD# 1869325) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Carrollton, GA and has over 29 years of experience in the finance industry.
Joseph Garrett (CRD# 3251330) is an Investment Advisor Representative working at Lpl Financial LLC in Carrollton, GA and has over 24 years of experience in the finance industry.
John Grillo (CRD# 2643787) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Carrollton, GA and has over 28 years of experience in the finance industry. John Grillo 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.
Steven Holmes (CRD# 4014809) is an Investment Advisor Representative working at Lpl Financial LLC in Carrollton, GA and has over 24 years of experience in the finance industry. Steven Holmes 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.
Stacy Jefferson (CRD# 6094498) is an Investment Advisor Representative working at Edward Jones in Cedartown, GA and has over 11 years of experience in the finance industry.
Joey Key (CRD# 4079228) is an Investment Advisor Representative working at Edward Jones in Carrollton, GA and has over 24 years of experience in the finance industry.
Stephen Kinney (CRD# 6497579) is an Investment Advisor Representative working at Edward Jones in Rockmart, GA and has over 8 years of experience in the finance industry.