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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
Stacie Nguyen (CRD# 6553938) 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.
Mamy Niang (CRD# 5742862) is an Investment Advisor Representative working at Edelman Financial Engines in Duluth, GA and has over 14 years of experience in the finance industry. Mamy Niang 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.
Lynn Nicolaysen (CRD# 2689001) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, GA and has over 26 years of experience in the finance industry.
Clifford O'conner (CRD# 2192846) is an Investment Advisor Representative working at C.w. O'conner Wealth Advisors, Inc. in Duluth, GA and has over 32 years of experience in the finance industry.
Danielle Obrien (CRD# 4695280) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 16 years of experience in the finance industry.
Keith Paris (CRD# 2490283) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, GA and has over 29 years of experience in the finance industry.
Huashi Park (CRD# 2979891) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Duluth, GA and has over 26 years of experience in the finance industry.
Hildegarde Parks (CRD# 2374604) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 24 years of experience in the finance industry.
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.