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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
Melissa Ballard (CRD# 5875302) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Daphne, AL and has over 7 years of experience in the finance industry.
Thomas Barko (CRD# 4729765) is an Investment Advisor Representative working at Stonex Advisors Inc. in Fairhope, AL and has over 19 years of experience in the finance industry.
Adam Bell (CRD# 5585025) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Spanish Fort, AL and has over 15 years of experience in the finance industry. Adam Bell 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.
Damian Bell (CRD# 2348521) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Spanish Fort, AL and has over 30 years of experience in the finance industry. Damian Bell 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.
Marshall Blake (CRD# 2966560) is an Investment Advisor Representative working at Lpl Financial LLC in Mobile, AL and has over 24 years of experience in the finance industry.
Matthew Blevins (CRD# 5644650) is an Investment Advisor Representative working at Edward Jones in Fairhope, AL and has over 14 years of experience in the finance industry.
Tabitha Bond (CRD# 5432977) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fairhope, AL and has over 12 years of experience in the finance industry.
Sheila Borroni (CRD# 6919471) is an Investment Advisor Representative working at Personal Financial Planning LLC in Mobile, AL and has 1 year of experience in the finance industry. Sheila Borroni 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.
Greg Bowen (CRD# 4800198) is an Investment Advisor Representative working at Wilkins Miller Wealth Management, LLC in Mobile, AL and has over 19 years of experience in the finance industry. Greg Bowen 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.
David Bradford (CRD# 5726020) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mobile, AL and has over 14 years of experience in the finance industry.