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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
Lance Barnes (CRD# 2984227) is an Investment Advisor Representative working at Wells Fargo Advisors in Albany, GA and has over 24 years of experience in the finance industry. Lance 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.
Britt Bazemore (CRD# 5323752) is an Investment Advisor Representative working at Kingsmark Private Financial Advisors, LLC in Albany, GA and has over 15 years of experience in the finance industry. Britt Bazemore 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.
Grady Benford (CRD# 1948480) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Albany, GA and has over 34 years of experience in the finance industry.
Benjamin Brooks (CRD# 6172825) is an Investment Advisor Representative working at Edward Jones in Camilla, GA and has over 10 years of experience in the finance industry.
When it comes to financial planning, there is only one person that matters: You. Because this is your life, your goals, your dreams. That’s why we focus on financial planning for your whole life – from your first job to your last and beyond.
As the driving force behind the process, you’ll have a better idea of where you stand, where you’re going and how you’ll get there. In fact, the more engaged you are, the better the chances that you will be able to create – and fund – the life you’ve always wanted. And we’re here to help keep everything on track. Together, we can help you bring your vision...
Jason Casey (CRD# 6400109) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, GA and has over 9 years of experience in the finance industry.
William Cave (CRD# 6093801) is an Investment Advisor Representative working at Edward Jones in Albany, GA and has over 10 years of experience in the finance industry.
Allison Daniels (CRD# 5146009) is an Investment Advisor Representative working at Wells Fargo Advisors in Albany, GA and has over 17 years of experience in the finance industry.
Jason Evans (CRD# 6500286) is an Investment Advisor Representative working at Synovus Securities, Inc. in Albany, GA and has over 8 years of experience in the finance industry.
Jonathan Fisk (CRD# 1492500) is an Investment Advisor Representative working at Integrity Dynamic Investments LLC in Leesburg, GA and has over 30 years of experience in the finance industry.