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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
Frank Akridge (CRD# 4242013) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Woodstock, GA and has over 23 years of experience in the finance industry. Frank Akridge 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.
Adil Ali (CRD# 4596092) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Buford, GA and has over 18 years of experience in the finance industry.
Aiming Allen (CRD# 6538205) is an Investment Advisor Representative working at Prudential Financial Planning Services in Atlanta, GA and has over 8 years of experience in the finance industry.
Amy Amorosso (CRD# 5405239) is an Investment Advisor Representative working at Michael L. Ball, Cpa, LLC in Dawsonville, GA and has 1 year of experience in the finance industry. Amy Amorosso 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.
Mark Anglin (CRD# 7054988) is an Investment Advisor Representative working at Bales Financial Advisors, Inc. in Cumming, GA and has over 5 years of experience in the finance industry.
Michael Antonio (CRD# 2656576) is an Investment Advisor Representative working at Lpl Financial LLC in Cumming, GA and has over 28 years of experience in the finance industry.
Jordan Arave (CRD# 5164729) is an Investment Advisor Representative working at Creative Planning in Canton, GA and has over 16 years of experience in the finance industry. Jordan Arave 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.
Theodore Arch (CRD# 1105742) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Woodstock, GA and has over 39 years of experience in the finance industry. Theodore Arch 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.
Jared Arrant (CRD# 6218121) is an Investment Advisor Representative working at Edward Jones in Ellijay, GA and has over 10 years of experience in the finance industry.
Inka Ashley-Lassen (CRD# 2973299) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Atlanta, GA and has over 24 years of experience in the finance industry.