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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
Dana Kerr (CRD# 4862985) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Watkinsville, GA and has over 19 years of experience in the finance industry.
Emory Linder (CRD# 7536333) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Watkinsville, GA and has 1 year of experience in the finance industry.
Jacob Lindsey (CRD# 5919451) 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.
Sarah Lundgren (CRD# 6776529) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Watkinsville, GA and has over 4 years of experience in the finance industry.
Christopher Manzi (CRD# 5059841) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Watkinsville, GA and has over 18 years of experience in the finance industry.
Mindy Oglesby (CRD# 7732493) is an Investment Advisor Representative working at Oglesby Wealth Strategies, LLC in Watkinsville, GA and has 1 year of experience in the finance industry. Mindy Oglesby 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.
Neel Patel (CRD# 7760174) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Watkinsville, GA and has 1 year of experience in the finance industry.
Isaac Scheidt (CRD# 7470189) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Watkinsville, GA and has over 2 years of experience in the finance industry.
Robert Scott (CRD# 7279841) is an Investment Advisor Representative working at Sanders & Scott, Chfc in Watkinsville, GA and has 1 year of experience in the finance industry.