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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
James Adams (CRD# 6136995) is an Investment Advisor Representative working at Edward Jones in Prattville, AL and has over 11 years of experience in the finance industry.
Robert Allan (CRD# 6956932) is an Investment Advisor Representative working at Welon Partners in Montgomery, AL and has over 6 years of experience in the finance industry.
Terry Baggett (CRD# 4590711) is an Investment Advisor Representative working at Edward Jones in Selma, AL and has over 21 years of experience in the finance industry.
Robert Bailey (CRD# 2584618) is an Investment Advisor Representative working at Moneypro Wealth Management, LLC in Franklin, TN and has over 29 years of experience in the finance industry.
Jason Batrez (CRD# 5330410) is an Investment Advisor Representative working at Pnc Investments in Prattville, AL and has over 16 years of experience in the finance industry. Jason Batrez 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.
Mark Bishop (CRD# 5942107) is an Investment Advisor Representative working at Captrust in Montgomery, AL and has over 12 years of experience in the finance industry. Mark Bishop 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.
Nancy Brown (CRD# 6017869) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has over 12 years of experience in the finance industry.
Elizabeth Bryan (CRD# 2717784) is an Investment Advisor Representative working at Lpl Financial LLC in Montgomery, AL and has over 27 years of experience in the finance industry.
Charles Cammack (CRD# 2143498) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Selma, AL and has over 32 years of experience in the finance industry.
James Causey (CRD# 6294740) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has over 9 years of experience in the finance industry. James Causey 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.