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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
Ansley Whatley (CRD# 4318896) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Dothan, AL and has over 23 years of experience in the finance industry.
Anthony Willoughby (CRD# 2636038) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Dothan, AL and has over 28 years of experience in the finance industry.
Dustin Woodham (CRD# 5373780) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Dothan, AL and has over 16 years of experience in the finance industry.
Kathryn Woodham (CRD# 4096399) is an Investment Advisor Representative working at Wells Fargo Advisors in Dothan, AL and has over 24 years of experience in the finance industry.
Kenneth Woodham (CRD# 1032499) is an Investment Advisor Representative working at Wells Fargo Advisors in Dothan, AL and has over 41 years of experience in the finance industry. Kenneth Woodham 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.
Angela Andrews (CRD# 7724612) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Dothan, AL and has 1 year of experience in the finance industry.
Megan Carter (CRD# 6358533) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dothan, AL and has over 3 years of experience in the finance industry.
Jonathan Cook (CRD# 6393406) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ozark, AL and has over 9 years of experience in the finance industry.
Allison Doty (CRD# 6977310) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 3 years of experience in the finance industry. Allison Doty 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.
Roy Fabbrini (CRD# 2349290) is an Investment Advisor Representative working at Wells Fargo Advisors in Dothan, AL and has over 30 years of experience in the finance industry. Roy Fabbrini 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.