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Distance Only Marieta, GA
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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
Louis Brown (CRD# 4314871) is an Investment Advisor Representative working at Southbridge Advisors, LLC in Marieta, GA and has over 23 years of experience in the finance industry.
Robert Donnell (CRD# 4497748) is an Investment Advisor Representative working at Southbridge Advisors, LLC in Marieta, GA and has over 22 years of experience in the finance industry. Robert Donnell 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.
Michael Fields (CRD# 4158904) is an Investment Advisor Representative working at Southbridge Advisors, LLC in Marieta, GA and has over 23 years of experience in the finance industry. Michael Fields 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.
Jane Nowak (CRD# 5498865) is an Investment Advisor Representative working at Southbridge Advisors, LLC in Marieta, GA and has over 14 years of experience in the finance industry. Jane Nowak 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.
George Richerson (CRD# 5387482) is an Investment Advisor Representative working at Southbridge Advisors, LLC in Marieta, GA and has over 16 years of experience in the finance industry.
Jerold Sniderman (CRD# 1170018) is an Investment Advisor Representative working at Southbridge Advisors, LLC in Marieta, GA and has over 20 years of experience in the finance industry.