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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
Amy Johnson (CRD# 4842005) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Cumming, GA and has over 17 years of experience in the finance industry.
Jennifer Johnston (CRD# 4620079) is an Investment Advisor Representative working at Triad Advisors, LLC in Cumming, GA and has over 21 years of experience in the finance industry. Jennifer Johnston 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.
Amy Jones (CRD# 4403255) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cumming, GA and has over 20 years of experience in the finance industry.
Roger Kachinske (CRD# 5209240) is an Investment Advisor Representative working at Equitable Advisors, LLC in Cumming, GA and has over 17 years of experience in the finance industry.
Scott Keen (CRD# 6757463) is an Investment Advisor Representative working at Edward Jones in Cumming, GA and has over 7 years of experience in the finance industry.
Robert Kurkjian (CRD# 6336448) is an Investment Advisor Representative working at Edward Jones in Cumming, GA and has over 9 years of experience in the finance industry.
Jacob Lieberman (CRD# 6385901) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Cumming, GA and has over 9 years of experience in the finance industry.
Larry Lyons (CRD# 2856522) is an Investment Advisor Representative working at Transce3nd LLC in Cumming, GA and has over 27 years of experience in the finance industry.
Srikanth Madineni (CRD# 6750109) is an Investment Advisor Representative working at Omega Advisory LLC in Cumming, GA and has over 7 years of experience in the finance industry.
Miguel Martinez (CRD# 5192234) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Cumming, GA and has over 17 years of experience in the finance industry. Miguel Martinez 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.