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Distance Only Dunwoody, 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
Thomas Lance (CRD# 5311528) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Dunwoody, GA and has over 9 years of experience in the finance industry.
Joel Lorden (CRD# 4132636) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Dunwoody, GA and has over 24 years of experience in the finance industry. Joel Lorden 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.
Adam Mayer (CRD# 3198703) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Dunwoody, GA and has over 24 years of experience in the finance industry.
James McGeehan (CRD# 5743682) is an Investment Advisor Representative working at Ensure Capital LLC in Dunwoody, GA and has over 14 years of experience in the finance industry.
Mitchell Melan (CRD# 2507092) is an Investment Advisor Representative working at Lincoln Investment in Dunwoody, GA and has over 29 years of experience in the finance industry.
Matthew Roberts (CRD# 5384235) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Dunwoody, GA and has over 16 years of experience in the finance industry.
Robert Robinson (CRD# 6319583) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dunwoody, GA and has over 9 years of experience in the finance industry.
Eli Russell (CRD# 6586371) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dunwoody, GA and has over 6 years of experience in the finance industry.
Marion Tucker (CRD# 3257887) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dunwoody, GA and has over 24 years of experience in the finance industry.
Robert Warnock (CRD# 4361301) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Dunwoody, GA and has over 22 years of experience in the finance industry.