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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
Katherine Barnhart (CRD# 4003716) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 24 years of experience in the finance industry.
Ruth Barrios (CRD# 2747022) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Woodstock, GA and has over 15 years of experience in the finance industry.
Charles Barry (CRD# 1004760) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Milton, GA and has over 41 years of experience in the finance industry.
Michael Barthmaier (CRD# 6308587) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Atlanta, GA and has over 10 years of experience in the finance industry.
Alexander Barthold (CRD# 5581696) is an Investment Advisor Representative working at Morgan Stanley in Alpharetta, GA and has over 15 years of experience in the finance industry.
Meredith Barwick (CRD# 2087472) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 18 years of experience in the finance industry.
Kaimah Bass (CRD# 6139651) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 11 years of experience in the finance industry.
Scott Bass (CRD# 2206579) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 32 years of experience in the finance industry.
Jamar Bates (CRD# 5458133) is an Investment Advisor Representative working at Bates Financial Group, LLC in Smyrna, GA and has over 12 years of experience in the finance industry.
Julie Bates (CRD# 5090164) is an Investment Advisor Representative working at Lpl Financial LLC in Atlanta, GA and has over 17 years of experience in the finance industry. Julie Bates 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.