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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
Jessica Perry (CRD# 4244665) is an Investment Advisor Representative working at Morgan Stanley in Chipley, FL and has over 17 years of experience in the finance industry.
Gavin Taylor (CRD# 7456322) is an Investment Advisor Representative working at Park Avenue Securities LLC in Chipley, FL and has 1 year of experience in the finance industry.
Robert Arnold (CRD# 5581397) is an Investment Advisor Representative working at First Advisors National, LLC in Dothan, AL and has over 16 years of experience in the finance industry.
Thomas Bedsole (CRD# 5280300) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Dothan, AL and has over 17 years of experience in the finance industry.
Anne Bird (CRD# 7046353) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Dothan, AL and has over 5 years of experience in the finance industry.
Donald Bolden (CRD# 857123) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 29 years of experience in the finance industry. Donald Bolden 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 Bolden (CRD# 4281528) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 22 years of experience in the finance industry.
Bradley Bosenberg (CRD# 5817780) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dothan, AL and has over 8 years of experience in the finance industry.
Jerry Carden (CRD# 2923112) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dothan, AL and has over 26 years of experience in the finance industry. Jerry Carden 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 Carrel (CRD# 4504669) is an Investment Advisor Representative working at Edward Jones in Marianna, FL and has over 21 years of experience in the finance industry.