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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
John Dunn (CRD# 2448503) is an Investment Advisor Representative working at The Strategic Financial Alliance in Woodstock, GA and has over 30 years of experience in the finance industry. John Dunn 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 Duong (CRD# 6898655) is an Investment Advisor Representative working at Adam Capital in Atlanta, GA and has over 6 years of experience in the finance industry.
William Dyches (CRD# 2956809) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Milton, GA and has over 26 years of experience in the finance industry.
Christopher Eddy (CRD# 5438689) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Milton, GA and has over 16 years of experience in the finance industry. Christopher Eddy 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.
Michael Eddy (CRD# 1098894) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Milton, GA and has over 41 years of experience in the finance industry.
Joseph Eggensperger (CRD# 6668101) is an Investment Advisor Representative working at Edward Jones in Milton, GA and has over 7 years of experience in the finance industry.
John Ellis (CRD# 5422812) is an Investment Advisor Representative working at Forthright Wealth Management, LLC in Alpharetta, GA and has over 16 years of experience in the finance industry. John Ellis 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.
Matt Ellis (CRD# 5583475) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Alpharetta, GA and has over 15 years of experience in the finance industry.
Elie Engler (CRD# 5725335) is an Investment Advisor Representative working at Park Avenue Securities LLC in Atlanta, GA and has over 14 years of experience in the finance industry. Elie Engler 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.
George Estes (CRD# 4229959) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Alpharetta, GA and has over 23 years of experience in the finance industry.