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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
Eulon Purvis (CRD# 2187545) is an Investment Advisor Representative working at Purvis Investments, Inc. in Martinez, GA and has over 32 years of experience in the finance industry.
David Turnbull (CRD# 3206368) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Martinez, GA and has over 25 years of experience in the finance industry.
Barry Wheeler (CRD# 1157403) is an Investment Advisor Representative working at Investmentpost Advisory in Martinez, GA and has over 40 years of experience in the finance industry.
Kristen Wilson (CRD# 4617591) is an Investment Advisor Representative working at Independent Financial Group, LLC in Martinez, GA and has over 5 years of experience in the finance industry.
Kenneth Adcox (CRD# 5761595) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Martinez, GA and has over 14 years of experience in the finance industry.
Benjamin Bissell (CRD# 6748471) is an Investment Advisor Representative working at Lpl Financial LLC in Martinez, GA and has over 7 years of experience in the finance industry.
Mark Holdwick (CRD# 7425613) is an Investment Advisor Representative working at The Monitor Group, Inc. in Martinez, GA and has 1 year of experience in the finance industry. Mark Holdwick 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.
Zachary Montgomery (CRD# 6841741) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Martinez, GA and has 1 year of experience in the finance industry.
James Adams (CRD# 2693083) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Augusta, GA and has over 28 years of experience in the finance industry.
Robert Adams (CRD# 4316881) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Augusta, GA and has over 23 years of experience in the finance industry. Robert Adams 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.