-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Lisa McCanless (CRD# 5367200) is an Investment Advisor Representative working at Starr-mathews Financial, LLC in Calhoun, GA and has 1 year of experience in the finance industry. Lisa McCanless 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.
Donald McDonald (CRD# 2475170) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rome, GA and has over 29 years of experience in the finance industry.
Keith Morgan (CRD# 3139407) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Dalton, GA and has over 25 years of experience in the finance industry.
William Morgan (CRD# 4956067) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Rome, GA and has over 18 years of experience in the finance industry.
Sean Moriarty (CRD# 6863164) is an Investment Advisor Representative working at Edward Jones in Rome, GA and has over 6 years of experience in the finance industry.
Daniel Motyl (CRD# 2957976) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Rome, GA and has over 26 years of experience in the finance industry.
James Mull (CRD# 7055394) is an Investment Advisor Representative working at Edward Jones in Calhoun, GA and has over 5 years of experience in the finance industry.
Scott Nanney (CRD# 6277194) is an Investment Advisor Representative working at Lpl Financial LLC in Rome, GA and has over 9 years of experience in the finance industry. Scott Nanney 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.
Robert Nevarez (CRD# 4039930) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Rome, GA and has over 24 years of experience in the finance industry.
William Newby (CRD# 2689942) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rome, GA and has over 23 years of experience in the finance industry.