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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
Catherine Robinson (CRD# 6392990) is an Investment Advisor Representative working at Lpl Financial LLC in Starkville, MS and has over 7 years of experience in the finance industry. Catherine Robinson 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.
Jerry Toney (CRD# 2868029) is an Investment Advisor Representative working at Lpl Financial LLC in West Point, MS and has over 26 years of experience in the finance industry. Jerry Toney 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.
William Ballard (CRD# 4079725) is an Investment Advisor Representative working at State Farm Investment Management Corp. in West Point, MS and has over 22 years of experience in the finance industry.
Matthew Bowen (CRD# 6391208) is an Investment Advisor Representative working at Edward Jones in Starkville, MS and has over 9 years of experience in the finance industry.
William Disbrow (CRD# 7546474) is an Investment Advisor Representative working at Lpl Financial LLC in Starkville, MS and has 1 year of experience in the finance industry.
Anna Reed (CRD# 7622875) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Starkville, MS and has 1 year of experience in the finance industry.