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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
Clarence Pritchett (CRD# 6435141) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has over 8 years of experience in the finance industry.
Zeb Schofield (CRD# 6942524) is an Investment Advisor Representative working at Edward Jones in Selma, AL and has over 5 years of experience in the finance industry.
Julie Simmons (CRD# 1059710) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Selma, AL and has over 29 years of experience in the finance industry. Julie 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.
Crystal Smith (CRD# 6944593) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has over 5 years of experience in the finance industry.
David Smith (CRD# 6835124) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Selma, AL and has over 6 years of experience in the finance industry.
Heather Smith (CRD# 3241674) is an Investment Advisor Representative working at Stonex Advisors Inc. in Prattvile, AL and has over 23 years of experience in the finance industry.
Young Stevenson (CRD# 2429983) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Montgomery, AL and has over 30 years of experience in the finance industry.
Hannah Wadsworth (CRD# 6655977) is an Investment Advisor Representative working at Captrust in Montgomery, AL and has over 6 years of experience in the finance industry.
David Wallace (CRD# 2279281) is an Investment Advisor Representative working at Primerica Advisors in Prattville, AL and has over 31 years of experience in the finance industry.
Edward Welch (CRD# 1290275) is an Investment Advisor Representative working at Captrust in Montgomery, AL and has over 39 years of experience in the finance industry.