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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
Kirk Buchholz (CRD# 4770951) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Woodstock, GA and has over 14 years of experience in the finance industry.
Cameron Carty (CRD# 5598694) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Woodstock, GA and has over 15 years of experience in the finance industry. Cameron Carty 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.
Glenn Cook (CRD# 2903080) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Woodstock, GA and has over 13 years of experience in the finance industry.
Michael Cordak (CRD# 5294654) is an Investment Advisor Representative working at Optimum Wealth Management, LLC in Woodstock, GA and has over 17 years of experience in the finance industry.
Loyd Crowe (CRD# 1850746) is an Investment Advisor Representative working at Optimum Wealth Management, LLC in Woodstock, GA and has over 28 years of experience in the finance industry.
Chad Curtis (CRD# 6035941) is an Investment Advisor Representative working at Independent Financial Group, LLC in Woodstock, GA and has over 10 years of experience in the finance industry.
Jason Daugherty (CRD# 4267059) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Woodstock, GA and has over 23 years of experience in the finance industry.
John Dunn (CRD# 2448503) is an Investment Advisor Representative working at The Strategic Financial Alliance in Woodstock, GA and has over 30 years of experience in the finance industry. John Dunn 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.
John Flint (CRD# 6725890) is an Investment Advisor Representative working at Edward Jones in Woodstock, GA and has over 7 years of experience in the finance industry.