-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Colton Smith (CRD# 7712826) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Florence, AL and has 1 year of experience in the finance industry.
Matthew Vest (CRD# 7667742) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Florence, AL and has 1 year of experience in the finance industry.
Timothy Wakefield (CRD# 5560671) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Florence, AL and has over 3 years of experience in the finance industry.
Samuel Wallace (CRD# 6982749) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Florence, AL and has 1 year of experience in the finance industry.
Agnes Williams (CRD# 6956043) is an Investment Advisor Representative working at Morgan Stanley in Florence, AL and has 1 year of experience in the finance industry.
Andrew Clark (CRD# 4214491) is an Investment Advisor Representative working at Lpl Financial LLC in Muscle Shoals, AL and has over 23 years of experience in the finance industry. Andrew Clark 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.
Ausie Clement (CRD# 6146449) is an Investment Advisor Representative working at Edward Jones in Sheffield, AL and has over 11 years of experience in the finance industry.
Scott Cooper (CRD# 3174561) is an Investment Advisor Representative working at Edward Jones in Tuscumbia, AL and has over 25 years of experience in the finance industry.
Matthew Davis (CRD# 5426142) is an Investment Advisor Representative working at Edward Jones in Muscle Shoals, AL and has over 16 years of experience in the finance industry.
Rick East (CRD# 5481321) is an Investment Advisor Representative working at Edward Jones in Muscle Shoals, AL and has over 16 years of experience in the finance industry.