-
Distance Only Stockbridge, GA
-
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
Terrie Clark (CRD# 4270703) is an Investment Advisor Representative working at Lpl Financial LLC in Stockbridge, GA and has over 23 years of experience in the finance industry.
Matthew Godleski (CRD# 5546277) is an Investment Advisor Representative working at Captrust in Stockbridge, GA and has over 13 years of experience in the finance industry. Matthew Godleski 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.
Megan Henry (CRD# 4871566) is an Investment Advisor Representative working at Edward Jones in Stockbridge, GA and has over 19 years of experience in the finance industry.
Patrick Hinchey (CRD# 2906623) is an Investment Advisor Representative working at Ifg Advisory, LLC in Stockbridge, GA and has over 26 years of experience in the finance industry. Patrick Hinchey 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.
Jonathan Hunter (CRD# 2750226) is an Investment Advisor Representative working at Captrust in Stockbridge, GA and has over 27 years of experience in the finance industry. Jonathan Hunter 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.
Logan Lowrey (CRD# 5760554) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Stockbridge, GA and has over 14 years of experience in the finance industry.
Matik Myrthil (CRD# 5794283) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Stockbridge, GA and has over 13 years of experience in the finance industry.
Ted Phillips (CRD# 1365032) is an Investment Advisor Representative working at Lvz, Inc. in Stockbridge, GA and has over 39 years of experience in the finance industry.
Patrick Plunkett (CRD# 5974375) is an Investment Advisor Representative working at Captrust in Stockbridge, GA and has over 11 years of experience in the finance industry. Patrick Plunkett 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.
Myra Poole (CRD# 2808730) is an Investment Advisor Representative working at Edward Jones in Stockbridge, GA and has over 27 years of experience in the finance industry.