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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
Melinda Whitlock (CRD# 1778742) is an Investment Advisor Representative working at Wells Fargo Advisors in Peachtree City, GA and has over 29 years of experience in the finance industry.
Joshua Williams (CRD# 6449533) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lagrange, GA and has over 8 years of experience in the finance industry. Joshua Williams 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.
Perry Williams (CRD# 3269850) is an Investment Advisor Representative working at Lincoln Investment in Atlanta, GA and has over 24 years of experience in the finance industry.
Lisa Wilson (CRD# 4965633) is an Investment Advisor Representative working at Synovus Securities, Inc. in Lagrange, GA and has over 18 years of experience in the finance industry.
Karen Bickhart (CRD# 7094660) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Peachtree City, GA and has over 4 years of experience in the finance industry.
David Brewer (CRD# 4214479) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Carrollton, GA and has over 23 years of experience in the finance industry.
Stephan Bridges (CRD# 3117367) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lagrange, GA and has over 23 years of experience in the finance industry.
Amy Brown (CRD# 5281806) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Villa Rica, GA and has over 16 years of experience in the finance industry.
Carolyn Burgin (CRD# 6872536) is an Investment Advisor Representative working at Esi Financial Advisors in Fayetteville, GA and has over 6 years of experience in the finance industry.
Robert Burkholder (CRD# 7472690) is an Investment Advisor Representative working at Pandowealth. LLC in Peachtree City, GA and has over 2 years of experience in the finance industry.