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Distance Only Sandy Springs, GA
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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
Andrew McClain (CRD# 5169074) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sandy Springs, GA and has over 17 years of experience in the finance industry. Andrew McClain 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.
Austin McCranie (CRD# 6894028) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Sandy Springs, GA and has over 5 years of experience in the finance industry.
Peter Meeks (CRD# 1908966) is an Investment Advisor Representative working at Wells Fargo Advisors in Sandy Springs, GA and has over 35 years of experience in the finance industry.
Teresa Mosher (CRD# 2810095) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sandy Springs, GA and has over 27 years of experience in the finance industry.
Zack Napier (CRD# 4928589) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sandy Springs, GA and has over 18 years of experience in the finance industry.
Sean O'toole (CRD# 2738074) is an Investment Advisor Representative working at 1776 Wealth LLC in Sandy Springs, GA and has over 27 years of experience in the finance industry. Sean O'toole 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.
Nivedita Persaud (CRD# 4518325) is an Investment Advisor Representative working at Transition Planning & Guidance, LLC in Sandy Springs, GA and has over 21 years of experience in the finance industry. Nivedita Persaud 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.
Reynaldo Pol (CRD# 6722725) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sandy Springs, GA and has over 7 years of experience in the finance industry.
Harry Redmond (CRD# 4200353) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sandy Springs, GA and has over 23 years of experience in the finance industry.
Laurie Schaeffer (CRD# 4603308) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Sandy Springs, GA and has over 21 years of experience in the finance industry.