Lia Bertelson, CFP
Together Planning
Certified Financial Planner in Roswell, GA
http://www.togetherplanning.com
Address:599 W Crossville Rd Ste 107
Roswell, GA 30075
About Lia Bertelson
Lia Bertelson is a financial professional at Together Planning located in Roswell, Georgia. Lia Bertelson holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Lia Bertelson provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Lia Bertelson599 W Crossville Rd Ste 107
Roswell, GA 30075
Phone Number:
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Website:
http://www.togetherplanning.com
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