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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
Cooper Griggs (CRD# 7569100) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marietta, GA and has 1 year of experience in the finance industry.
Taylor Harris (CRD# 7569125) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marietta, GA and has 1 year of experience in the finance industry.
Alla Harvey (CRD# 4526997) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Marietta, GA and has over 21 years of experience in the finance industry.
Lisa Helin (CRD# 7898852) is an Investment Advisor Representative working at Baer Wealth Management in Marietta, GA and has 1 year of experience in the finance industry. Lisa Helin 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.
Adam Hill (CRD# 4436698) is an Investment Advisor Representative working at Bey-douglas, Llc Investment Counsel in Marietta, GA and has over 15 years of experience in the finance industry. Adam Hill 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.
John Hoskins (CRD# 7198278) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marietta, GA and has over 4 years of experience in the finance industry.
Darrell James (CRD# 7386777) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marietta, GA and has over 2 years of experience in the finance industry.
Kwame James (CRD# 2685446) is an Investment Advisor Representative working at Captrust in Marietta, GA and has over 10 years of experience in the finance industry.
Clark Jeffries (CRD# 7629410) is an Investment Advisor Representative working at Jeffries Wealth Management in Marietta, GA and has 1 year of experience in the finance industry.
William Johnson (CRD# 6381776) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Marietta, GA and has over 9 years of experience in the finance industry.