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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
Michael Crifasi (CRD# 1990275) is an Investment Advisor Representative working at Cei Financial Planning in Milton, GA and has over 34 years of experience in the finance industry.
Loyd Crowe (CRD# 1850746) is an Investment Advisor Representative working at Optimum Wealth Management, LLC in Woodstock, GA and has over 28 years of experience in the finance industry.
Chad Curtis (CRD# 6035941) is an Investment Advisor Representative working at Independent Financial Group, LLC in Woodstock, GA and has over 10 years of experience in the finance industry.
Carroll Davenport (CRD# 863746) is an Investment Advisor Representative working at Tcm in Atlanta, GA and has over 40 years of experience in the finance industry.
Beau Davis (CRD# 2829250) is an Investment Advisor Representative working at Bluechip Wealth Advisors LLC in Milton, GA and has over 25 years of experience in the finance industry. Beau Davis 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.
Barry Dekreek (CRD# 4583534) is an Investment Advisor Representative working at Lpl Financial LLC in Atlanta, GA and has over 21 years of experience in the finance industry.
Ashish Desai (CRD# 4781400) is an Investment Advisor Representative working at Desai Capital Management, Inc. in Atlanta, GA and has 1 year of experience in the finance industry.
Richard Diamond (CRD# 1733658) is an Investment Advisor Representative working at Mb Advisors LLC in Atlanta, GA and has over 10 years of experience in the finance industry.
James Diffly (CRD# 1251341) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cumming, GA and has over 38 years of experience in the finance industry.
Garrett Donnelly (CRD# 5885973) is an Investment Advisor Representative working at Donnelly Investments Corporation in Atlanta, GA and has over 13 years of experience in the finance industry.