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Distance Only Duluth, GA
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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
Sarah Peters (CRD# 6470789) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 6 years of experience in the finance industry.
Richard Phelan (CRD# 2525168) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Duluth, GA and has over 26 years of experience in the finance industry. Richard Phelan 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.
Daisy Phelps (CRD# 5409609) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, GA and has over 10 years of experience in the finance industry.
Stephen Philpott (CRD# 2634598) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Duluth, GA and has over 28 years of experience in the finance industry.
Charles Pinigis (CRD# 2250120) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Duluth, GA and has over 31 years of experience in the finance industry.
Gregory Pitts (CRD# 1387607) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 38 years of experience in the finance industry.
Rachael Pope (CRD# 6237672) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 8 years of experience in the finance industry.
Jeffrey Read (CRD# 5969589) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 12 years of experience in the finance industry.
Tyler Reece (CRD# 6653895) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 6 years of experience in the finance industry.
Samuel Richwine (CRD# 5418599) is an Investment Advisor Representative working at Cornerstone Management, Inc. in Duluth, GA and has over 16 years of experience in the finance industry.