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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
Montague Boyd (CRD# 845934) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Atlanta, GA and has over 44 years of experience in the finance industry. Montague Boyd 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.
Phillip Boyd (CRD# 6039406) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Atlanta, GA and has over 12 years of experience in the finance industry.
Tripp Boyer (CRD# 2591627) is an Investment Advisor Representative working at Wells Fargo Advisors in Marietta, GA and has over 29 years of experience in the finance industry.
Lori Boykin (CRD# 2784418) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has over 26 years of experience in the finance industry.
Cameron Bozeman (CRD# 5115046) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Atlanta, GA and has over 17 years of experience in the finance industry.
Matthew Bracewell (CRD# 5297858) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 12 years of experience in the finance industry. Matthew Bracewell 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.
Justin Bradford (CRD# 4559280) is an Investment Advisor Representative working at Newedge Advisors in Marietta, GA and has over 21 years of experience in the finance industry. Justin Bradford 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.
Ryan Brady (CRD# 3159439) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 25 years of experience in the finance industry.
Stephanie Bragg (CRD# 4214847) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Atlanta, GA and has over 14 years of experience in the finance industry.
Anthony Branca (CRD# 1178639) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Woodstock, GA and has over 33 years of experience in the finance industry.