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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
Jennifer Quirk (CRD# 2750827) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Daphne, AL and has over 26 years of experience in the finance industry.
James Robertson (CRD# 6690511) is an Investment Advisor Representative working at 6th Street Advisors, LLC in Daphne, AL and has 1 year of experience in the finance industry.
Justin Taylor (CRD# 4469795) is an Investment Advisor Representative working at Charter Wealth Management in Daphne, AL and has over 21 years of experience in the finance industry. Justin Taylor 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.
Philippe Trouillot (CRD# 6009047) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Daphne, AL and has over 9 years of experience in the finance industry.
Thomas Webb (CRD# 1065431) is an Investment Advisor Representative working at Colomb Investment Management Company, LLC in Daphne, AL and has over 39 years of experience in the finance industry.
Gabriel William (CRD# 5461810) is an Investment Advisor Representative working at Edward Jones in Daphne, AL and has over 16 years of experience in the finance industry.
Larry Dixon (CRD# 7325654) is an Investment Advisor Representative working at Southern Capital Services Inc. in Daphne, AL and has 1 year of experience in the finance industry.
Dawn Evans (CRD# 4375204) is an Investment Advisor Representative working at Edward Jones in Daphne, AL and has over 17 years of experience in the finance industry.
Scott Peters (CRD# 7632201) is an Investment Advisor Representative working at Allworth Financial, LP in Daphne, AL and has 1 year of experience in the finance industry.
Cheryl Smith (CRD# 7333487) is an Investment Advisor Representative working at Edward Jones in Daphne, AL and has over 2 years of experience in the finance industry.