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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
Savannah Patrick (CRD# 7648624) is an Investment Advisor Representative working at Lpl Financial LLC in Opelika, AL and has 1 year of experience in the finance industry.
Todd Phelan (CRD# 2951802) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Auburn, AL and has over 26 years of experience in the finance industry.
Benjamin Presley (CRD# 7579711) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Auburn, AL and has 1 year of experience in the finance industry.
Finn Price (CRD# 7235560) is an Investment Advisor Representative working at Lpl Financial LLC in Opelika, AL and has 1 year of experience in the finance industry.
Sarah Slaughter (CRD# 5554380) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Opelika, AL and has over 14 years of experience in the finance industry.
Regan Stanfield (CRD# 4758837) is an Investment Advisor Representative working at City National Rochdale in Auburn, AL and has over 19 years of experience in the finance industry. Regan Stanfield 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.
Logan Steers (CRD# 7649778) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Tallassee, AL and has 1 year of experience in the finance industry.
Mallory Stein (CRD# 6600220) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Opelika, AL and has 1 year of experience in the finance industry.