Years of Experience
5-20+ Years
CARTERSVILLE, GA
7 Years Experience
0 Disclosures
ADVISOR BIO
Austin Peters is a financial advisor registered with Fidelity Personal And Workplace Advisors in Carttersville, GA. Austin has been in the industry since June 2018. Austin holds Series 6, 7, 9, 10, 63, and 66 licenses. Austin has been registered with Fidelity Personal And Workplace Advisors since April 2021. Previously, Austin was registered with Edward Jones and Sagepoint Financial, Inc.
SPECIALIZATIONS
Cartersville, GA
26 Years Experience
0 Disclosures
ADVISOR BIO
Edward Barton Moore is a financial advisor with over 23 years of experience in the industry. Edward Barton Moore is currently registered with Raymond James & Associates, Inc., and has been with them since February 2013. Previously, Edward Barton Moore was affiliated with MORGAN KEEGAN & COMPANY, INC., EDWARD JONES, and METLIFE SECURITIES INC. Edward Barton Moore has a wide range of experience and holds the following licenses: Series 6, Series 7, Series 63, Series 66 and the SIE. Edward Barton Moore offers financial planning, investment management, pension consulting, educational seminars, and other financial services. Edward Barton Moore is licensed to conduct business in several states.
SPECIALIZATIONS
CARTERSVILLE, GA
22 Years Experience
0 Disclosures
ADVISOR BIO
Glen Alan Merritt is a financial advisor who has been in the industry since 2003. He is currently registered with Raymond James Financial Services Advisors, Inc. in Georgia and Texas. Glen has experience working with a variety of clients including individuals, businesses, pension and profit-sharing plans, and insurance companies. Glen is a Certified Financial Planner® professional. He has a deep understanding of financial planning, investment management, and retirement planning. He is dedicated to helping clients achieve their financial goals.
SPECIALIZATIONS
CARTERSVILLE, GA
13 Years Experience
0 Disclosures
ADVISOR BIO
Gregory Patton is a financial advisor who has been working in the financial services industry since 2011. Gregory is registered with LPL Financial LLC and IFG Advisory, LLC. Gregory offers financial planning, consulting, and portfolio management services to individuals, businesses, and charitable organizations. Gregory has a strong track record of success and is committed to providing his clients with personalized financial advice and guidance. Gregory is also an active member of the community and is committed to giving back to his community through various charitable organizations.
SPECIALIZATIONS
CARTERSVILLE, GA
23 Years Experience
0 Disclosures
ADVISOR BIO
Jason Walling is a financial advisor with Osaic Wealth, Inc. based in Cartersville, Georgia. Jason has been in the financial services industry since February 20, 2002. Jason holds licenses in 13 states, including Georgia, Alabama, Arkansas, District of Columbia, Florida, Illinois, Maryland, Mississippi, Missouri, South Carolina, Tennessee, Texas, and Virginia. Jason specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors.
SPECIALIZATIONS
CARTERSVILLE, GA
18 Years Experience
1 Disclosures
ADVISOR BIO
Jerry E Milam is a financial advisor with Park Avenue Securities LLC. Jerry has been in the securities industry since March 27, 2007 and holds Series 6, 7, 63 and 65 licenses. Jerry has extensive experience providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
SPECIALIZATIONS
Verified
LPL Financial LLC
CARTERSVILLE, GA
4 Years Experience
0 Disclosures
ADVISOR BIO
Joseph Thompson is excited that he is able to turn his personal passion for budgeting, saving, and investing into a professional one. Building upon nearly 20 years of corporate tax experience, where he implemented planning strategies and negotiated with auditors to save millions of tax dollars, Joseph is now helping friends and neighbors plan for their future financial needs. Joseph grew up in Cartersville and then attended the University of Georgia earning a Masters degree in Accounting. He met his wife, Jessica, in Atlanta and they moved back to Cartersville in 2013 to raise their three children in the same church, schools, and community that helped to shape his values. Joseph volunteers on the board of Cartersville Little League where his sons, Luke and Jake, play baseball. His daughter Allie Beth is a cheerleader, dancer and gymnast.
SPECIALIZATIONS
CARTERSVILLE, GA
10 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Brock is a financial advisor with Raymond James Financial Services Advisors, Inc. Joshua has been in the industry since February 4, 2015. Joshua is registered with FINRA and the state of Georgia, and is a licensed Investment Advisor Representative (IAR) in the state of Georgia. Joshua provides financial planning, portfolio management and other investment services.
SPECIALIZATIONS
CARTERSVILLE, GA
0 Disclosures
ADVISOR BIO
Kenneth Lane Mullinax is a financial advisor registered in Georgia with NPV Advisory Services, LLC. Kenneth has over 25 years of experience in the financial services industry. Kenneth has held positions with American Express Financial Advisors Inc., IDS Life Insurance Company, Pruco Securities Corporation, The Prudential Insurance Company of America, and Cardinal Securities Corporation. Kenneth holds FINRA Series 7, 24, and 63 licenses. Kenneth is a Certified Financial Planner™ professional. NPV Advisory Services, LLC is a registered investment advisor in Georgia. The firm's services include financial planning, pension consulting, educational seminars, selection of other advisors. NPV Advisory Services, LLC manages assets for individuals, pension and profit-sharing plans.
SPECIALIZATIONS
CARTERSVILLE, GA
4 Years Experience
0 Disclosures
ADVISOR BIO
Melissa Moss is a financial advisor registered with LPL Financial LLC in Alpharetta, GA. Melissa has been in the financial services industry since 2019. Melissa holds the Series 66, Series 7TO, and SIE licenses. Melissa is registered to offer securities in 15 states: Alabama, Alaska, Arkansas, Colorado, District of Columbia, Florida, Georgia, Kentucky, Minnesota, Mississippi, New Jersey, South Carolina, Texas, and West Virginia.
SPECIALIZATIONS
