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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
Milton Martin (CRD# 1240051) is an Investment Advisor Representative working at Primerica Advisors in Cumming, GA and has over 39 years of experience in the finance industry.
Matthew Roberts (CRD# 7565639) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cumming, GA and has 1 year of experience in the finance industry.
Austin Rowland (CRD# 7770557) is an Investment Advisor Representative working at Investment Planning Advisors in Cumming, GA and has 1 year of experience in the finance industry.
Mitchell Smith (CRD# 7512151) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cumming, GA and has over 2 years of experience in the finance industry.
Miranda Stetson (CRD# 7616767) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Cumming, GA and has 1 year of experience in the finance industry.
Caleb Stokes (CRD# 7688295) is an Investment Advisor Representative working at Edward Jones in Cumming, GA and has 1 year of experience in the finance industry.
John Weaver (CRD# 6690547) is an Investment Advisor Representative working at Lpl Financial LLC in Cumming, GA and has 1 year of experience in the finance industry.
Branton Wiseman (CRD# 5596232) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cumming, GA and has over 15 years of experience in the finance industry.
Joshua Wright (CRD# 7493079) is an Investment Advisor Representative working at Edward Jones in Cumming, GA and has over 2 years of experience in the finance industry.
Daniel is a Managing Partner at BlackPoint Capital Partners. He specializes in comprehensive financial planning, investment management, and retirement strategies for individuals and businesses. He takes pride in helping clients navigate complex financial landscapes, empowering them to make informed decisions for long-term success. As a CFP® professional, he upholds the highest ethical standards while serving as a fiduciary for his clients. Daniel holds a Bachelor of Arts degree in Chinese and Government from Hamilton College, as well as a Certificate in Financial Planning from NYU.
At BlackPoint...