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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
Lewis Lea (CRD# 4540612) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, GA and has over 21 years of experience in the finance industry.
Katherine Lobe (CRD# 5605200) is an Investment Advisor Representative working at Spc in Duluth, GA and has over 15 years of experience in the finance industry.
Daniel London (CRD# 5295040) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 17 years of experience in the finance industry.
Jonathan London (CRD# 6524920) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 8 years of experience in the finance industry.
Owen Malcolm (CRD# 3226376) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Peachtree Corners, GA and has over 24 years of experience in the finance industry. Owen Malcolm 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.
Daniel Maner (CRD# 5808063) is an Investment Advisor Representative working at Edelman Financial Engines in Duluth, GA and has over 13 years of experience in the finance industry.
John Masinko (CRD# 1047513) is an Investment Advisor Representative working at Lpl Financial LLC in Duluth, GA and has over 41 years of experience in the finance industry.
Kathryn Massoni (CRD# 6720137) is an Investment Advisor Representative working at Cornerstone Management, Inc. in Duluth, GA and has over 7 years of experience in the finance industry.
Jonathan Masters (CRD# 1235184) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Duluth, GA and has over 38 years of experience in the finance industry.
Dustin McArthur (CRD# 4282701) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Duluth, GA and has over 23 years of experience in the finance industry. Dustin McArthur 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.