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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
Michael Whitaker (CRD# 5973738) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Watkinsville, GA and has over 12 years of experience in the finance industry.
Adam Wilson (CRD# 4564737) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Watkinsville, GA and has over 21 years of experience in the finance industry. Adam Wilson 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.
Kayla Woods (CRD# 6317335) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Watkinsville, GA and has over 6 years of experience in the finance industry.
Hazel Allen (CRD# 7690890) is an Investment Advisor Representative working at Stadion Money Management, LLC in Watkinsville, GA and has 1 year of experience in the finance industry.
Melissa Atkinson (CRD# 4489458) is an Investment Advisor Representative working at Edward Jones in Watkinsville, GA and has over 16 years of experience in the finance industry.
Mason Bachelor (CRD# 7467203) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Watkinsville, GA and has 1 year of experience in the finance industry.
Kenneth Barimo (CRD# 7118922) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Watkinsville, GA and has 1 year of experience in the finance industry.
Mccurdy Bennett (CRD# 7383776) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Watkinsville, GA and has over 2 years of experience in the finance industry.
Robert Buery (CRD# 7256334) is an Investment Advisor Representative working at Primerica Advisors in Watkinsville, GA and has over 3 years of experience in the finance industry.
Owen Bullard (CRD# 7484455) is an Investment Advisor Representative working at Edward Jones in Watkinsville, GA and has over 2 years of experience in the finance industry.