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Distance Metro area (25 miles)
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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 Corrigan (CRD# 1015196) is an Investment Advisor Representative working at Register Financial Advisors, LLC in Alpharetta, GA and has over 42 years of experience in the finance industry.
Michael Crifasi (CRD# 1990275) is an Investment Advisor Representative working at Cei Financial Planning in Milton, GA and has over 34 years of experience in the finance industry.
Kristin Crockett (CRD# 2170924) is an Investment Advisor Representative working at Wells Fargo Advisors in Alpharetta, GA and has over 30 years of experience in the finance industry. Kristin Crockett 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.
Loyd Crowe (CRD# 1850746) is an Investment Advisor Representative working at Optimum Wealth Management, LLC in Woodstock, GA and has over 28 years of experience in the finance industry.
Chad Curtis (CRD# 6035941) is an Investment Advisor Representative working at Independent Financial Group, LLC in Woodstock, GA and has over 10 years of experience in the finance industry.
Jay D'meza (CRD# 1735817) is an Investment Advisor Representative working at Wells Fargo Advisors in Alpharetta, GA and has over 36 years of experience in the finance industry.
Patrick Dailey (CRD# 4298837) is an Investment Advisor Representative working at Capital Endurance Group, Inc. in Alpharetta, GA and has over 23 years of experience in the finance industry. Patrick Dailey 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.
Paul Damm (CRD# 3093576) is an Investment Advisor Representative working at Mrp Capital Investments, LLC in Alpharetta, GA and has over 25 years of experience in the finance industry.
Marc Daner (CRD# 1333477) is an Investment Advisor Representative working at Daner Wealth Management, LLC in Alpharetta, GA and has over 33 years of experience in the finance industry. Marc Daner 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.
James Daniel (CRD# 4567065) is an Investment Advisor Representative working at The Advisory Firm in Alpharetta, GA and has over 21 years of experience in the finance industry. James Daniel 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.