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Distance Only Calhoun, 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
James Mathews (CRD# 4146073) is an Investment Advisor Representative working at Starr-mathews Financial, LLC in Calhoun, GA and has over 23 years of experience in the finance industry.
Taylor McBee (CRD# 6035455) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Calhoun, GA and has over 11 years of experience in the finance industry.
Lisa McCanless (CRD# 5367200) is an Investment Advisor Representative working at Starr-mathews Financial, LLC in Calhoun, GA and has 1 year of experience in the finance industry. Lisa McCanless 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.
James Mull (CRD# 7055394) is an Investment Advisor Representative working at Edward Jones in Calhoun, GA and has over 5 years of experience in the finance industry.
Jerry Parrish (CRD# 4951494) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Calhoun, GA and has over 18 years of experience in the finance industry.
Daniel Payne (CRD# 4077985) is an Investment Advisor Representative working at Starr-mathews Financial, LLC in Calhoun, GA and has over 24 years of experience in the finance industry. Daniel Payne 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.
Mary Purgason (CRD# 2624054) is an Investment Advisor Representative working at Lpl Financial LLC in Calhoun, GA and has over 28 years of experience in the finance industry.
Hayley Bennett (CRD# 7831087) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Calhoun, GA and has 1 year of experience in the finance industry.
Demond Bryan (CRD# 7740509) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Calhoun, GA and has 1 year of experience in the finance industry.
Joseph Chebeir (CRD# 7475693) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Calhoun, GA and has over 2 years of experience in the finance industry.