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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
Jennifer Johnston (CRD# 4620079) is an Investment Advisor Representative working at Triad Advisors, LLC in Cumming, GA and has over 21 years of experience in the finance industry. Jennifer Johnston 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 Jones (CRD# 4403255) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cumming, GA and has over 20 years of experience in the finance industry.
Jeffrey Juday (CRD# 4582640) is an Investment Advisor Representative working at Creative Planning in Milton, GA and has over 21 years of experience in the finance industry. Jeffrey Juday 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.
Roger Kachinske (CRD# 5209240) is an Investment Advisor Representative working at Equitable Advisors, LLC in Cumming, GA and has over 17 years of experience in the finance industry.
Adam Kazinec (CRD# 5534012) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Atlanta, GA and has over 15 years of experience in the finance industry.
Scott Keen (CRD# 6757463) is an Investment Advisor Representative working at Edward Jones in Cumming, GA and has over 7 years of experience in the finance industry.
Sarah Kendall (CRD# 5662893) is an Investment Advisor Representative working at Edward Jones in Canton, GA and has over 5 years of experience in the finance industry.
Luis Kim (CRD# 4366228) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Buford, GA and has over 22 years of experience in the finance industry.
Lyndsay Kim (CRD# 2902606) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Buford, GA and has over 23 years of experience in the finance industry.
Patrick King (CRD# 5706827) is an Investment Advisor Representative working at Prana Wealth Management LLC in Atlanta, GA and has over 14 years of experience in the finance industry. Patrick King 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.