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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
John Blackmon (CRD# 22673) is an Investment Advisor Representative working at Glen Eagle Advisors, LLC in Calera, AL and has over 37 years of experience in the finance industry.
Donna Gordon (CRD# 1469265) is an Investment Advisor Representative working at Wesban Financial Consultants, P.c. in Birmingham, AL and has over 25 years of experience in the finance industry. Donna Gordon 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.
Donna S. Cates (CRD# 4162173) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Birmingham, AL and has over 16 years of experience in the finance industry. The focus of Donna's practice is to engage, educate, and empower people to envision their dreams, define their goals, and implement strategies to achieve financial success. She does comprehensive financial planning, divorce financial planning, protection planning, and investment management.
William Adamczyk (CRD# 1014049) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Birmingham, AL and has over 18 years of experience in the finance industry. William Adamczyk 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.
Charles Anderson (CRD# 835053) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Birmingham, AL and has over 34 years of experience in the finance industry.
Charles Andrews (CRD# 3128981) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Hoover, AL and has over 16 years of experience in the finance industry. Charles Andrews 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.
Thomas Avant (CRD# 5155863) is an Investment Advisor Representative working at Morgan Stanley in Birmingham, AL and has over 11 years of experience in the finance industry. Thomas Avant 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.
Michael Baker (CRD# 3148292) is an Investment Advisor Representative working at Investment Advisors in Bessemer, AL and has over 19 years of experience in the finance industry. Michael Baker 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.
Stuart Benjamin (CRD# 1317657) is an Investment Advisor Representative working at Commonwealth Financial Network in Birmingham, AL and has over 33 years of experience in the finance industry.
Patti Black (CRD# 2814232) is an Investment Advisor Representative working at Bridgeworth, LLC in Birmingham, AL and has over 21 years of experience in the finance industry. Patti Black 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.