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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
Rebecca Cates (CRD# 5876392) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Roswell, GA and has over 13 years of experience in the finance industry. Rebecca Cates 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.
Erlina Ciraldo (CRD# 4997407) is an Investment Advisor Representative working at Edward Jones in Roswell, GA and has over 17 years of experience in the finance industry.
Oded Cohen (CRD# 4521584) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roswell, GA and has over 23 years of experience in the finance industry.
Michelle Collazo (CRD# 5194511) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roswell, GA and has over 16 years of experience in the finance industry.
David Combs (CRD# 2738188) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Roswell, GA and has over 27 years of experience in the finance industry.
Jill Crawford (CRD# 4665148) is an Investment Advisor Representative working at Merit Financial Advisors in Roswell, GA and has over 20 years of experience in the finance industry. Jill Crawford 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.
At GV Financial Advisors, I partner with high net worth clients and their families to help navigate them through the complexities of financial success to imagine, create, and live extraordinary lives.
Believed to be the first and only Behavioral Wealth Management firm in the U.S., GV has invested over a decade applying neurobiology and the scientific principles of Behavioral Economics and Behavioral Finance to create a new paradigm in wealth management. Established in 1991, GV is one of the leading registered investment advisory firms in Atlanta with 46 employees and more than $1.125 billion...
Justin Del Campo (CRD# 6101129) is an Investment Advisor Representative working at Lpl Financial LLC in Roswell, GA and has over 11 years of experience in the finance industry.
Robbin Duren (CRD# 2391933) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roswell, GA and has over 30 years of experience in the finance industry. Robbin Duren 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.
David Elder Sr (CRD# 4413150) is an Investment Advisor Representative working at Merit Financial Advisors in Roswell, GA and has over 22 years of experience in the finance industry. David Elder Sr 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.