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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
Wesley Patterson (CRD# 4469322) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Gadsden, AL and has over 22 years of experience in the finance industry.
Mark Perkins (CRD# 2747865) is an Investment Advisor Representative working at Summit Financial, LLC in Gadsden, AL and has over 27 years of experience in the finance industry.
Michael Poe (CRD# 2332816) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Anniston,, AL and has over 30 years of experience in the finance industry. Michael Poe 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.
Michael Robinson (CRD# 6152063) is an Investment Advisor Representative working at Edward Jones in Gadsden, AL and has over 10 years of experience in the finance industry.
John Roussell (CRD# 3098452) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Anniston,, AL and has over 25 years of experience in the finance industry.
Clayton Simmons (CRD# 2800923) is an Investment Advisor Representative working at Wells Fargo Advisors in Gadsden, AL and has over 27 years of experience in the finance industry. Clayton Simmons 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.
Andrew Smith (CRD# 6327869) is an Investment Advisor Representative working at Avantax Advisory Services in Gadsden, AL and has over 5 years of experience in the finance industry.
Thomas Smith (CRD# 2256674) is an Investment Advisor Representative working at Avantax Advisory Services in Gadsden, AL and has over 31 years of experience in the finance industry.
Christopher Stapleton (CRD# 5709996) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Gadsden, AL and has over 13 years of experience in the finance industry.
Robert Starzl (CRD# 2662893) is an Investment Advisor Representative working at Wells Fargo Advisors in Gadsden, AL and has over 27 years of experience in the finance industry. Robert Starzl 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.