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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
Kristin Gerdvil (CRD# 7729961) is an Investment Advisor Representative working at Turner Wealth Advisory in Woodstock, GA and has 1 year of experience in the finance industry.
Renee Jenkins (CRD# 7046984) is an Investment Advisor Representative working at Primerica Advisors in Woodstock, GA and has over 5 years of experience in the finance industry.
Geri Lanning (CRD# 7070409) is an Investment Advisor Representative working at Consolidated Planning Corporation in Woodstock, GA and has over 4 years of experience in the finance industry. Geri Lanning 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.
Alexei Lutsayev (CRD# 7683188) is an Investment Advisor Representative working at Stargaze in Woodstock, GA and has 1 year of experience in the finance industry.
Natalie O'reilly (CRD# 6662566) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Woodstock, GA and has over 7 years of experience in the finance industry.
Eric Ortiz (CRD# 7664265) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Woodstock, GA and has 1 year of experience in the finance industry.
Jesus Osorio Martinez (CRD# 7066491) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Woodstock, GA and has over 4 years of experience in the finance industry.
Tomas Parks (CRD# 6236276) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Woodstock, GA and has over 7 years of experience in the finance industry.
Alexander Paslay (CRD# 6520973) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Woodstock, GA and has over 8 years of experience in the finance industry.
Tom Ridge (CRD# 7557158) is an Investment Advisor Representative working at Edward Jones in Woodstock, GA and has 1 year of experience in the finance industry.