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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
James Norvell (CRD# 2056118) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Augusta, GA and has over 34 years of experience in the finance industry.
Thomas O'gorman (CRD# 6486292) is an Investment Advisor Representative working at Ap Wealth Management in Augusta, GA and has over 8 years of experience in the finance industry.
Brian O'shea (CRD# 4771303) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Augusta, GA and has over 20 years of experience in the finance industry.
Victor Onate (CRD# 6517500) is an Investment Advisor Representative working at Prometheus Wealth Management, LLC in Evans, GA and has over 9 years of experience in the finance industry.
Gerry Owen (CRD# 6747843) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Aiken, SC and has over 7 years of experience in the finance industry.
Russell Padgett (CRD# 5404103) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Aiken, SC and has over 16 years of experience in the finance industry.
David Palkovitz (CRD# 6225465) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Augusta, GA and has over 9 years of experience in the finance industry. David Palkovitz 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.
William Paschal (CRD# 2327724) is an Investment Advisor Representative working at Wells Fargo Advisors in Aiken, SC and has over 31 years of experience in the finance industry. William Paschal 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.
John Phelan (CRD# 2368301) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Augusta, GA and has over 30 years of experience in the finance industry.
Thomas Powers (CRD# 3006200) is an Investment Advisor Representative working at Lpl Financial LLC in Augusta, GA and has over 26 years of experience in the finance industry. Thomas Powers 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.