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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
Brett David (CRD# 4606354) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alpharetta, GA and has over 21 years of experience in the finance industry.
Ralston Davidson (CRD# 2367606) is an Investment Advisor Representative working at Lpl Financial LLC in Peachtree Corners, GA and has over 30 years of experience in the finance industry.
Beau Davis (CRD# 2829250) is an Investment Advisor Representative working at Bluechip Wealth Advisors LLC in Milton, GA and has over 25 years of experience in the finance industry. Beau Davis 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.
Dominique Davis (CRD# 2965551) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Alpharetta, GA and has over 26 years of experience in the finance industry.
Richard Davis (CRD# 1937183) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Alpharetta, GA and has over 35 years of experience in the finance industry.
Wayne Davis (CRD# 4071044) is an Investment Advisor Representative working at Strickland Davis Advisors LLC in Marietta, GA and has over 19 years of experience in the finance industry.
Robert Day (CRD# 4427503) is an Investment Advisor Representative working at Ifg Advisory, LLC in Acworth, GA and has over 22 years of experience in the finance industry.
William De Cardenas (CRD# 2766308) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alpharetta, GA and has over 27 years of experience in the finance industry.
Roberto De Jesus (CRD# 5381387) is an Investment Advisor Representative working at Edward Jones in Acworth, GA and has over 16 years of experience in the finance industry.
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...