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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
Alexis Blanks (CRD# 5371617) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Atlanta, GA and has over 15 years of experience in the finance industry.
Tomas Blanno (CRD# 2141064) is an Investment Advisor Representative working at Tomas A. Blanno And Company, LLC in Roswell, GA and has over 32 years of experience in the finance industry.
Simon Block (CRD# 6387620) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Atlanta, GA and has over 9 years of experience in the finance industry.
Mark Bloom (CRD# 6933619) is an Investment Advisor Representative working at Avantax Advisory Services in Atlanta, GA and has over 6 years of experience in the finance industry.
Desmond Blue (CRD# 6514216) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 8 years of experience in the finance industry.
Ryan Boden (CRD# 3177678) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 25 years of experience in the finance industry.
Donald Bodnar (CRD# 4197991) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 23 years of experience in the finance industry.
Jacob Boggs (CRD# 3179993) is an Investment Advisor Representative working at Wells Fargo Advisors in Atlanta, GA and has over 25 years of experience in the finance industry. Jacob Boggs 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.
Christopher Boland (CRD# 5791671) is an Investment Advisor Representative working at Corient in Atlanta, GA and has 1 year of experience in the finance industry. Christopher Boland 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 Bolen (CRD# 6293538) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry. William Bolen 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.