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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
Leslie Allen (CRD# 1350568) is an Investment Advisor Representative working at Family Wms, LLC in Atlanta, GA and has over 38 years of experience in the finance industry.
Howard Alpern (CRD# 4356116) is an Investment Advisor Representative working at Cpa Wealth Advisors, LLC in Atlanta, GA and has over 24 years of experience in the finance industry.
Gary Alpert (CRD# 3181282) is an Investment Advisor Representative working at Ifg Advisory, LLC in Atlanta, GA and has over 25 years of experience in the finance industry. Gary Alpert 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.
Aiki Altmets (CRD# 5791609) is an Investment Advisor Representative working at Regimen Wealth, LLC in Atlanta, GA and has over 11 years of experience in the finance industry. Aiki Altmets 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.
Robert Amato (CRD# 2984669) is an Investment Advisor Representative working at Compass Wealth Management, LLC in Atlanta, GA and has over 26 years of experience in the finance industry. Robert Amato 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.
Michael Ament (CRD# 5390407) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Atlanta, GA and has over 16 years of experience in the finance industry.
Bjorn Andersen (CRD# 2102756) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Atlanta, GA and has over 33 years of experience in the finance industry. Bjorn Andersen 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.
Dean Andersen (CRD# 1751352) is an Investment Advisor Representative working at Wells Fargo Advisors in Atlanta, GA and has over 36 years of experience in the finance industry. Dean Andersen 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.
Alan Anderson (CRD# 5436043) is an Investment Advisor Representative working at Carlyle Wealth Planning in Atlanta, GA and has over 16 years of experience in the finance industry. Alan Anderson 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.
Richard Anderson (CRD# 5115293) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 17 years of experience in the finance industry.