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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
Christi Koehle (CRD# 4177234) is an Investment Advisor Representative working at Mml Investors Services, LLC in Foley, AL and has over 23 years of experience in the finance industry.
Scott Koser (CRD# 4380622) is an Investment Advisor Representative working at Cornerstone Investment Management And Consulting,llc in Daphne, AL and has over 21 years of experience in the finance industry.
Jason Kozon (CRD# 2987010) is an Investment Advisor Representative working at Edward Jones in Foley, AL and has over 26 years of experience in the finance industry. Jason Kozon 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.
Paul Kunz (CRD# 5828196) is an Investment Advisor Representative working at Lpl Financial LLC in Fairhope, AL and has over 8 years of experience in the finance industry.
Joshua Lancaster (CRD# 2424549) is an Investment Advisor Representative working at Brown Financial Advisory in Fairhope, AL and has 1 year of experience in the finance industry.
Kaitlyn Leblanc (CRD# 6566625) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairhope, AL and has over 5 years of experience in the finance industry.
James Lenaghan (CRD# 1074837) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fairhope, AL and has over 41 years of experience in the finance industry.
David Lindsey (CRD# 1269329) is an Investment Advisor Representative working at Southern Capital Services Inc. in Daphne, AL and has over 38 years of experience in the finance industry. David Lindsey 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.
Tyler Lovett (CRD# 6205826) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Pensacola, FL and has over 5 years of experience in the finance industry.
Elliott Marks (CRD# 4536683) is an Investment Advisor Representative working at Edward Jones in Daphne, AL and has over 21 years of experience in the finance industry.