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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
Garrett Donnelly (CRD# 5885973) is an Investment Advisor Representative working at Donnelly Investments Corporation in Atlanta, GA and has over 13 years of experience in the finance industry.
Timothy Duffy (CRD# 2602391) is an Investment Advisor Representative working at Lincoln Investment in Dawsonville, GA and has over 25 years of experience in the finance industry.
Eric Dunn (CRD# 6384541) is an Investment Advisor Representative working at Sei Investments Management Corp in Atlanta, GA and has over 7 years of experience in the finance industry.
Adam Duong (CRD# 6898655) is an Investment Advisor Representative working at Adam Capital in Atlanta, GA and has over 6 years of experience in the finance industry.
Samantha Dutto (CRD# 6933293) is an Investment Advisor Representative working at Primerica Advisors in Cumming, GA and has over 6 years of experience in the finance industry.
Anthony Dye (CRD# 2797803) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Gainesville, GA and has over 27 years of experience in the finance industry.
Stacy Eaton (CRD# 2368176) is an Investment Advisor Representative working at Capital Square, LLC in Gainesville, GA and has over 30 years of experience in the finance industry. Stacy Eaton 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.
Travis Echols (CRD# 4485874) is an Investment Advisor Representative working at Jt Stratford, LLC in Cumming, GA and has over 22 years of experience in the finance industry.
Elie Engler (CRD# 5725335) is an Investment Advisor Representative working at Park Avenue Securities LLC in Atlanta, GA and has over 14 years of experience in the finance industry. Elie Engler 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.
Matthew English (CRD# 6195180) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakweed, GA and has over 10 years of experience in the finance industry.