Top Investment Advisor Representatives in Greater Atlanta Area
Charles Knox, MBA, CCFC
VP | Fixed Income Sales and Institutional Investments
Greater Atlanta Area
VP | Fixed Income Sales and Institutional Investments
Managing Partner | Financial Advisory
Founder | VP Investments Financial Director
Fixed Income Account Executive | Financial Investments
Investment Advisor Representative | Financial Planning
Financial Advisor | 403(b) & 457(b)
Senior Manager Quality Assurance | Factory Development
Project Planning Manager | (Contract Employee)
Senior Consultant | Information Risk Management
Senior Principal Consultant | Management Consulting
Senior Systems Analyst | Information Technology
Senior Consultant | Information Technology
Case Western Reserve University - Weatherhead School of Management
University of Michigan
Southfield High School
Gesu Catholic School
Recommendations: 4
Series 7
Series 63
Series 65
Capital Markets
Bonds
Bloomberg Terminal
Portfolio Management
Investments
c*****@knoxcg.com
Ray Godleski
Investment Advisor Representative
Greater Atlanta Area
Investment Advisor Representative
Residential Sales Specialist
President / Sales Manager
Listing Specialist
Residential Sales Agent
Commercial Sales Manager
Distribution Sales & Operations Manager
Southeast Territory Paver Sales Manager
Atlanta Manufacturer Sales Representative
Georgia State University - J. Mack Robinson College of Business
Georgia State University
LaGrange College
Recommendations: 3
Contract Negotiation
Sales Management
Marketing Strategy
Real Estate
Negotiation
New Business Development
Budgeting
Strategic Planning
r****[email protected]
Christie Cook, CRPC® , CMFC®
Retirement Plan Specialist/Senior Account Executive for The Principal Financial Group
Greater Atlanta Area
Retirement Plan Specialist/Senior Account Executive for The Principal Financial Group
Investment Advisor Representative
Senior Retirement Consultant
Retirement Consultant
Account Executive
Outside Sales Representative
Area Business Manager
Kennesaw State University - Michael J. Coles College of Business
Berry College - Campbell School of Business
Recommendations: 2
Human Resources
Consulting
Strategic Communications
Change Management
Account Management
Relationship Management
Business Strategy
Marketing Strategy
c****[email protected]
Kim Scouller
Investment Advisor Representative
Greater Atlanta Area
Investment Advisor Representative
Louis D. Brandeis School of Law at the University of Louisville
Saint Mary's College
Recommendations: 0
Estate Planning
Securities
Wealth Management
Investments
Retirement Planning
IRAs
401k
Long-term Care
k****[email protected]
k****[email protected]
Sam Haase
Regional Sales Manager - Southeast
Greater Atlanta Area
Regional Sales Manager - Southeast
Account Executive
Investment Advisor Representative
LDP Associate
Sales
University of Nebraska-Lincoln
Recommendations: 0
PowerPoint
Microsoft Office
Social Media
Social Networking
Customer Service
Marketing Communications
Adobe Creative Suite
InDesign
s*****@howardcm.com
s****[email protected]
Tim Koenning
Investment Advisor Representative
Greater Atlanta Area
Investment Advisor Representative
Investment Advisor Representative
Founder and President- Retirement Advisor
Managing Partner/ Financial Advisor
Independent Financial Advisor
Senior Vice President-Investments, Financial Advisor
Vice President- Investments, Financial Advisor
Stock Broker
Stock Broker
Georgia State University - J. Mack Robinson College of Business
Emory University
Hialeah Miami Lakes Senior High
Recommendations: 0
Retirement Planning
Retirement
Fixed Annuities
Wealth Management
Investment Advisory
Investments
Financial Services
Mutual Funds
t*****@koenningonline.com
Joe Mueller
Financial Planner, Financial Services Representative
Greater Atlanta Area
Financial Planner, Financial Services Representative
Registered Representative
Registered Representative, Investment Advisor Representative
Fencing Coach
Registered Representative, Investment Advisor Representative
Sec/Treas
Attendee
Sec Treas
Business Owner
Sales Representative
Greeter
Greeter
Sales Representative
Eastern Regional Sales Manager
Sales Representative
Sales Representative
Sales Representative
Sales Representative
The University of Akron
Long Island University, C.W. Post Campus
Miami University
CHS
Recommendations: 0
j****[email protected]
Thomas Gus Hunter
Regional Vice President/Investment Advisor Representative
Greater Atlanta Area
Regional Vice President/Investment Advisor Representative
Owner and Principal
Piedmont College
Rabun County High School
Recommendations: 0
Retirement
Financial Services
Investments
Leadership
Management
e*****@primerica.com
Frank Kelly
President
Greater Atlanta Area
President
Investment Advisor Representative
Vice President, Retirement Planning
Retirement Advisor
Senior Estate Planner
Senior Associate
Account Executive
Recommendations: 0
Retirement
Investments
Portfolio Management
Strategic Planning
Financial Analysis
Retirement Planning
Team Building
Leadership
f****[email protected]
Taeook Kwon
Investment Advisor Representative
Greater Atlanta Area
Investment Advisor Representative
CEO / President
Chief Financial Officer
Financial Auditor
University of Florida - Warrington College Of Business
Recommendations: 0
Certified Public Accountant
Finance
Investments
Tax
Accounting
Financial Advisory
Financial Services
Financial Planning
t****[email protected]
k****[email protected]
Randy Layton
Freight Relocation Specialist
Greater Atlanta Area
Freight Relocation Specialist
Owner/Managing Director
Financial Advisor/Investment Advisor Representative
Sr. Licensed PFR
pfr
Financial Specialist
Submarine Quartermaster
Brenau University
Recommendations: 0
Retirement Planning
Fixed Annuities
Retirement
Wealth Management
Insurance
Life Insurance
Strategic Financial Planning
Long-term Care
r****[email protected]
Noah Reichert, CFP®
Financial Advisor, Registered Representative, Investment Advisor Representative
Greater Atlanta Area
Financial Advisor, Registered Representative, Investment Advisor Representative
Owner/Financial Planner
Sales
Georgia State University
Georgia State University - J. Mack Robinson College of Business
Georgia State University
Notre Dame School for Boys
Recommendations: 0
n****[email protected]
Whitney Bryant, CFP® CRPC®
Investment Advisor Representative
Greater Atlanta Area
Investment Advisor Representative
Investment Advisor Representative
Recommendations: 0
w****[email protected]
Gary Lutrick, MBA, RFC
Partner
Greater Atlanta Area
Partner
Investment Advisor Representative
2nd Lt.
serves on Board of Directors
Business
Adjunct Instructor
Director of Finance
Various in Treasury Management (later Oryx)
Various in Treasury Management
Louisiana State University
Lamar University
French High School
Recommendations: 0
l****[email protected]
g*****@signalbg.com
Derek Ruiz
Investment Advisor Representative
Greater Atlanta Area
Investment Advisor Representative
Senior Financial Services Representative
Kennesaw State University
Recommendations: 0
d****[email protected]
