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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
Eugene McManus (CRD# 4666516) is an Investment Advisor Representative working at Ap Wealth Management in Augusta, GA and has over 24 years of experience in the finance industry. Eugene McManus 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.
Paul McNair (CRD# 6020439) is an Investment Advisor Representative working at The Monitor Group, Inc. in Martinez, GA and has 1 year of experience in the finance industry. Paul McNair 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.
Albert Miller (CRD# 2216456) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Augusta, GA and has over 32 years of experience in the finance industry.
Jason Neal (CRD# 4580218) is an Investment Advisor Representative working at Lpl Financial LLC in Augusta, GA and has over 21 years of experience in the finance industry. Jason Neal 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.
Shannon Neal (CRD# 3161893) is an Investment Advisor Representative working at Lpl Financial LLC in Augusta, GA and has over 25 years of experience in the finance industry. Shannon Neal 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.
Thomas Norris (CRD# 1708978) is an Investment Advisor Representative working at Prudential Financial Planning Services in Augusta, GA and has over 36 years of experience in the finance industry.
Thomas O'gorman (CRD# 6486292) is an Investment Advisor Representative working at Ap Wealth Management in Augusta, GA and has over 8 years of experience in the finance industry.
Victor Onate (CRD# 6517500) is an Investment Advisor Representative working at Prometheus Wealth Management, LLC in Evans, GA and has over 9 years of experience in the finance industry.
David Palkovitz (CRD# 6225465) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Augusta, GA and has over 9 years of experience in the finance industry. David Palkovitz 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.
Thomas Powers (CRD# 3006200) is an Investment Advisor Representative working at Lpl Financial LLC in Augusta, GA and has over 26 years of experience in the finance industry. Thomas Powers 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.