-
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
Phillip Wallace (CRD# 2662754) is an Investment Advisor Representative working at Lpl Financial LLC in Woodstock, GA and has over 24 years of experience in the finance industry.
(CRD# 4570370) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Woodstock, GA and has over 21 years of experience in the finance industry.
Kaitlyn Barnes (CRD# 7484063) is an Investment Advisor Representative working at Financial Architects, LLC in Woodstock, GA and has 1 year of experience in the finance industry. Kaitlyn Barnes 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.
Raymond Brown (CRD# 7604484) is an Investment Advisor Representative working at Goodwin Investment Advisory in Woodstock, GA and has 1 year of experience in the finance industry.
Matthew Coffey (CRD# 7735946) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Woodstock, GA and has 1 year of experience in the finance industry.
James Conner (CRD# 7531712) is an Investment Advisor Representative working at Freedom Wealth Coaching, LLC in Woodstock, GA and has over 2 years of experience in the finance industry.
Troy Cox (CRD# 6415051) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Woodstock, GA and has 1 year of experience in the finance industry.
Troy Dehoff (CRD# 7484774) is an Investment Advisor Representative working at Edward Jones in Woodstock, GA and has over 2 years of experience in the finance industry.
Christopher Fleming (CRD# 7640172) is an Investment Advisor Representative working at Edward Jones in Woodstock, GA and has 1 year of experience in the finance industry.
Marybeth Garry (CRD# 1222808) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Woodstock, GA and has over 40 years of experience in the finance industry.