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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 Albertson (CRD# 4286283) is an Investment Advisor Representative working at Patton Albertson Miller Group, LLC in Macon, GA and has over 23 years of experience in the finance industry. John Albertson 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.
Stephen Anderson (CRD# 2507388) is an Investment Advisor Representative working at Cfs Wealth Management in Macon, GA and has over 29 years of experience in the finance industry.
Kent Baldschun (CRD# 1257428) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Macon, GA and has over 24 years of experience in the finance industry.
William Baxley (CRD# 2983607) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Macon, GA and has over 26 years of experience in the finance industry.
Curtis Beall (CRD# 1093325) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Dublin, GA and has over 22 years of experience in the finance industry. Curtis Beall 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 Berg, Iii (CRD# 4261121) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Macon, GA and has over 23 years of experience in the finance industry.
James Berg, Jr. (CRD# 870029) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Macon, GA and has over 44 years of experience in the finance industry.
Christopher Bolles (CRD# 3059413) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Macon, GA and has over 25 years of experience in the finance industry. Christopher Bolles 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.
Rick Bonfim (CRD# 4717881) is an Investment Advisor Representative working at Morgan Stanley in Macon, GA and has over 19 years of experience in the finance industry.
James Boyd (CRD# 5788459) is an Investment Advisor Representative working at Lpl Financial LLC in Macon, GA and has over 10 years of experience in the finance industry.