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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
Jonathan Lambert (CRD# 7809724) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Peachtree City, GA and has 1 year of experience in the finance industry.
Robert Lewis (CRD# 7409469) is an Investment Advisor Representative working at Mml Investors Services, LLC in Villa Rica, GA and has over 2 years of experience in the finance industry.
Kimberly Lowery (CRD# 7165610) is an Investment Advisor Representative working at Kl Financial LLC in Palmetto, GA and has 1 year of experience in the finance industry. Kimberly Lowery 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 Lowry (CRD# 7796520) is an Investment Advisor Representative working at Edward Jones in Peachtree City, GA and has 1 year of experience in the finance industry.
Neha Mathur (CRD# 7404415) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fayetteville, GA and has over 2 years of experience in the finance industry.
Kai Mays (CRD# 6198289) is an Investment Advisor Representative working at Avantax Advisory Services in Tyrone, GA and has over 4 years of experience in the finance industry.
Thomas Meek (CRD# 7434576) is an Investment Advisor Representative working at Pandowealth. LLC in Peachtree City, GA and has over 3 years of experience in the finance industry.
Tiffany Middleton (CRD# 7674143) is an Investment Advisor Representative working at Edward Jones in Carrollton, GA and has 1 year of experience in the finance industry.
Shana Momin (CRD# 7589360) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Peachtree City, GA and has 1 year of experience in the finance industry.
Kimberly Moore (CRD# 6630062) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Carrollton, GA and has over 3 years of experience in the finance industry.