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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
Roger Davenport (CRD# 2350473) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Marietta, GA and has over 29 years of experience in the finance industry.
Ella Debolt (CRD# 7745850) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Marietta, GA and has 1 year of experience in the finance industry.
James Delaurier (CRD# 7682828) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marietta, GA and has 1 year of experience in the finance industry.
Melissa Dotson (CRD# 7378352) is an Investment Advisor Representative working at Narwhal Capital Management in Marietta, GA and has 1 year of experience in the finance industry. Melissa Dotson 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.
Katrina Everett (CRD# 4454301) is an Investment Advisor Representative working at Wells Fargo Advisors in Marietta, GA and has over 22 years of experience in the finance industry.
Thomas Foster (CRD# 7810569) is an Investment Advisor Representative working at First Command Advisory Services in Marietta, GA and has 1 year of experience in the finance industry.
Nicholas Frederick (CRD# 5715126) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Marietta, GA and has over 6 years of experience in the finance industry.
Evan Fricks (CRD# 7358877) is an Investment Advisor Representative working at Masterplan Retirement Consultants in Marietta, GA and has 1 year of experience in the finance industry.
Lisa Garris (CRD# 7367042) is an Investment Advisor Representative working at Marietta Wealth Management, LLC in Marietta, GA and has 1 year of experience in the finance industry. Lisa Garris 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.
Mohammed Ghulam-Reza (CRD# 7686577) is an Investment Advisor Representative working at Narwhal Capital Management in Marietta, GA and has 1 year of experience in the finance industry.