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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
Douglas McLeod (CRD# 2303143) is an Investment Advisor Representative working at Mitchell, Mcleod, Pugh & Williams, Inc. in Mobile, AL and has over 31 years of experience in the finance industry.
John McManmon Iii (CRD# 2570396) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mobile, AL and has over 23 years of experience in the finance industry.
Melvin Miller (CRD# 2015160) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairhope, AL and has over 24 years of experience in the finance industry.
Richard Mitchell (CRD# 2134844) is an Investment Advisor Representative working at Mitchell, Mcleod, Pugh & Williams, Inc. in Mobile, AL and has over 33 years of experience in the finance industry.
Amanda Montz (CRD# 4770003) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fairhope, AL and has over 19 years of experience in the finance industry.
Tamara Morton (CRD# 2182002) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Mobile, AL and has over 19 years of experience in the finance industry.
William Naff (CRD# 2744636) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fairhope, AL and has over 27 years of experience in the finance industry.
Eric Nager (CRD# 4780140) is an Investment Advisor Representative working at Southern Capital Services Inc. in Daphne, AL and has over 10 years of experience in the finance industry.
Terry Nager (CRD# 344567) is an Investment Advisor Representative working at Southern Capital Services Inc. in Daphne, AL and has over 33 years of experience in the finance industry. Terry Nager 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.
Wendy Nelson Bailey (CRD# 1985291) is an Investment Advisor Representative working at Southern Capital Services Inc. in Daphne, AL and has over 32 years of experience in the finance industry. Wendy Nelson Bailey 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.