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Distance Only Homewood, AL
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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
Joseph Stephens (CRD# 5472036) is an Investment Advisor Representative working at Rfg Advisory, LLC in Homewood, AL and has over 16 years of experience in the finance industry. Joseph Stephens 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.
James Underwood (CRD# 4554612) is an Investment Advisor Representative working at Captrust in Homewood, AL and has 1 year of experience in the finance industry.
Braxton Wade (CRD# 4545746) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Homewood, AL and has over 21 years of experience in the finance industry.
Jonathan Walker (CRD# 4181554) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Homewood, AL and has over 23 years of experience in the finance industry.
Mem Webb (CRD# 3129768) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Homewood, AL and has over 25 years of experience in the finance industry.
Beau Williams (CRD# 3009721) is an Investment Advisor Representative working at Captrust in Homewood, AL and has over 26 years of experience in the finance industry.
James Adair (CRD# 7269058) is an Investment Advisor Representative working at Park Place Capital Corporation in Homewood, AL and has over 4 years of experience in the finance industry.
Catherine Bragg (CRD# 7224482) is an Investment Advisor Representative working at Captrust in Homewood, AL and has 1 year of experience in the finance industry. Catherine Bragg 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.
James Burns (CRD# 1401750) is an Investment Advisor Representative working at Wells Fargo Advisors in Homewood, AL and has over 38 years of experience in the finance industry.
Justen Burns (CRD# 7470175) is an Investment Advisor Representative working at Wells Fargo Advisors in Homewood, AL and has over 2 years of experience in the finance industry.