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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
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.
Aaron Bethune (CRD# 6238143) is an Investment Advisor Representative working at Lpl Financial LLC in Montgomery, AL and has over 10 years of experience in the finance industry.
Connor Bright (CRD# 7694595) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Prattville, AL and has 1 year of experience in the finance industry.
Justin Clark (CRD# 7554022) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has 1 year of experience in the finance industry.
Allison Guice (CRD# 7085420) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has over 4 years of experience in the finance industry. Allison Guice 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.
Hunter Harrison (CRD# 7662201) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Millbrook, AL and has 1 year of experience in the finance industry.
Kevin Lively (CRD# 7209941) is an Investment Advisor Representative working at Lpl Financial LLC in Clanton, AL and has over 4 years of experience in the finance industry.
Richard Nelson (CRD# 6510728) is an Investment Advisor Representative working at North Capital in Prattville, AL and has over 8 years of experience in the finance industry.
Ray Poole (CRD# 6288134) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Prattville, AL and has over 10 years of experience in the finance industry.