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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
Roland Castle (CRD# 2855290) is an Investment Advisor Representative working at Newedge Advisors in Marietta, GA and has over 25 years of experience in the finance industry. Roland Castle 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.
Lynn Celestin (CRD# 5916211) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Kennesaw, GA and has over 12 years of experience in the finance industry.
Dennis Cepress (CRD# 6263329) is an Investment Advisor Representative working at Edward Jones in Kennesaw, GA and has over 10 years of experience in the finance industry.
David Chabucos (CRD# 7003159) is an Investment Advisor Representative working at Edward Jones in Kennesaw, GA and has over 5 years of experience in the finance industry.
Brian Chustz (CRD# 6243704) is an Investment Advisor Representative working at Derbend Asset Management in Peachtree City, GA and has over 10 years of experience in the finance industry.
Daniel Clay (CRD# 6153466) is an Investment Advisor Representative working at Edward Jones in Tyrone, GA and has over 11 years of experience in the finance industry.
Frank Clay (CRD# 5635671) is an Investment Advisor Representative working at Edward Jones in Douglasville, GA and has over 15 years of experience in the finance industry.
Valerie Clayton (CRD# 1945232) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Acworth, GA and has over 33 years of experience in the finance industry. Valerie Clayton 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 Cloud (CRD# 3021086) is an Investment Advisor Representative working at Third Act Retirement Planning, Inc. in Woodstock, GA and has over 26 years of experience in the finance industry. Thomas Cloud 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.
Michael Coelho (CRD# 6527437) is an Investment Advisor Representative working at American Financial Advisors, LLC in Marietta, GA and has over 7 years of experience in the finance industry. Michael Coelho 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.