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Distance Only Acworth, GA
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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
Keith Altobelli (CRD# 4969085) is an Investment Advisor Representative working at Avantax Advisory Services in Acworth, GA and has over 18 years of experience in the finance industry.
Valerie Clayton (CRD# 1945232) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Acworth, GA and has over 33 years of experience in the finance industry. Valerie Clayton 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.
Jeffrey Cordell (CRD# 5024603) is an Investment Advisor Representative working at Ifg Advisory, LLC in Acworth, GA and has over 18 years of experience in the finance industry.
Robert Day (CRD# 4427503) is an Investment Advisor Representative working at Ifg Advisory, LLC in Acworth, GA and has over 22 years of experience in the finance industry.
Roberto De Jesus (CRD# 5381387) is an Investment Advisor Representative working at Edward Jones in Acworth, GA and has over 16 years of experience in the finance industry.
John Gjertsen (CRD# 5184962) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in Acworth, GA and has over 16 years of experience in the finance industry. John Gjertsen 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.
Andrew Hamm (CRD# 5354325) is an Investment Advisor Representative working at Summit Private Wealth, LLC in Acworth, GA and has over 16 years of experience in the finance industry. Andrew Hamm 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.
Jason Kehler (CRD# 5736120) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Acworth, GA and has over 14 years of experience in the finance industry.
Julia Moody (CRD# 6341243) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Acworth, GA and has over 9 years of experience in the finance industry.
James Nance (CRD# 4264890) is an Investment Advisor Representative working at Edward Jones in Acworth, GA and has over 23 years of experience in the finance industry.