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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
Kendall Borchardt (CRD# 2308029) is an Investment Advisor Representative working at Cardea Capital Advisors, LLC in Atlanta, GA and has over 31 years of experience in the finance industry.
Michael Borchers (CRD# 2272391) is an Investment Advisor Representative working at Morgan Stanley in Atlanta, GA and has over 31 years of experience in the finance industry.
Margaret Borden (CRD# 5575905) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Carrollton, GA and has over 15 years of experience in the finance industry.
Michael Bork (CRD# 6610234) is an Investment Advisor Representative working at Savant Wealth Management in Atlanta, GA and has over 8 years of experience in the finance industry. Michael Bork 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.
Amy Botkin (CRD# 5398641) is an Investment Advisor Representative working at Alliancebernstein LP in Atlanta, GA and has over 9 years of experience in the finance industry.
Ryan Bouchard (CRD# 5150809) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kennesaw, GA and has over 17 years of experience in the finance industry.
Sherry Boulay (CRD# 4501052) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 22 years of experience in the finance industry. Sherry Boulay 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.
Emery Bourne (CRD# 2991910) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 25 years of experience in the finance industry.
Bruce Bouta (CRD# 801450) is an Investment Advisor Representative working at Sb Advisory, LLC in Atlanta, GA and has over 17 years of experience in the finance industry.
Kevin Boutwell (CRD# 6186444) is an Investment Advisor Representative working at Veracity Capital LLC in Atlanta, GA and has over 10 years of experience in the finance industry. Kevin Boutwell 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.