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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
Mary Starr (CRD# 1932459) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, GA and has over 27 years of experience in the finance industry.
Robert Szymanski (CRD# 1022144) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Duluth, GA and has over 42 years of experience in the finance industry. Robert Szymanski 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.
Wan Yin Tan (CRD# 6555406) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Duluth, GA and has over 8 years of experience in the finance industry.
Bryan Taylor (CRD# 2681836) is an Investment Advisor Representative working at Cornerstone Management, Inc. in Duluth, GA and has over 28 years of experience in the finance industry.
Kevin Terrell (CRD# 2373294) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 12 years of experience in the finance industry.
Valvis Tinsley (CRD# 6331392) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 9 years of experience in the finance industry.
Lisa Vacante (CRD# 4856985) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 11 years of experience in the finance industry.
Fred Van Dyck (CRD# 4718155) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Duluth, GA and has over 7 years of experience in the finance industry.
Annette Walters (CRD# 2978678) is an Investment Advisor Representative working at Lpl Financial LLC in Duluth, GA and has over 25 years of experience in the finance industry.
Brian Weigle (CRD# 4131816) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 7 years of experience in the finance industry.