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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 Threlkeld (CRD# 4065073) is an Investment Advisor Representative working at Summit Financial Group, LLC in Rome, GA and has over 24 years of experience in the finance industry.
Donald Tomlin (CRD# 4189815) is an Investment Advisor Representative working at Lpl Financial LLC in Rome, GA and has over 23 years of experience in the finance industry.
Jamie Upton (CRD# 4319786) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Dalton, GA and has over 23 years of experience in the finance industry.
Lawrence Walter (CRD# 2546343) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dalton, GA and has over 29 years of experience in the finance industry.
Keith Ware (CRD# 6377761) is an Investment Advisor Representative working at Edward Jones in Trenton, GA and has over 9 years of experience in the finance industry.
Adam Weiner (CRD# 3088374) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Rome, GA and has over 11 years of experience in the finance industry.
William Wilcox (CRD# 1965617) is an Investment Advisor Representative working at Lpl Financial LLC in Rome, GA and has over 28 years of experience in the finance industry.
Brian Wilkins (CRD# 4609329) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rome, GA and has over 16 years of experience in the finance industry.
Ty Willeford (CRD# 5661536) is an Investment Advisor Representative working at Edward Jones in La Fayette, GA and has over 14 years of experience in the finance industry.
Roy Woods (CRD# 2421143) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rome, GA and has over 30 years of experience in the finance industry.