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Distance Only Hoover, AL
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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
Robert Lee (CRD# 4665492) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Hoover, AL and has over 20 years of experience in the finance industry.
Katie Lenz (CRD# 5673717) is an Investment Advisor Representative working at Timberchase Financial, LLC in Hoover, AL and has 1 year of experience in the finance industry. Katie Lenz 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.
Dylan Levey (CRD# 4297808) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 22 years of experience in the finance industry.
Paul Marks (CRD# 4948330) is an Investment Advisor Representative working at Truewealth Advisors, LLC in Hoover, AL and has over 19 years of experience in the finance industry. Paul Marks 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.
Randall Meinberg (CRD# 4757077) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Hoover, AL and has over 20 years of experience in the finance industry.
Matthew Meurer (CRD# 4490038) is an Investment Advisor Representative working at Park Avenue Securities LLC in Hoover, AL and has over 22 years of experience in the finance industry.
Jeffrey Milne (CRD# 6698863) is an Investment Advisor Representative working at Primerica Advisors in Hoover, AL and has over 7 years of experience in the finance industry. Jeffrey Milne 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.
Stacy Murdoch (CRD# 1712260) is an Investment Advisor Representative working at Primerica Advisors in Hoover, AL and has over 36 years of experience in the finance industry.
Mark Nelson (CRD# 4438473) is an Investment Advisor Representative working at Symmetry Partners in Hoover, AL and has over 22 years of experience in the finance industry.
Brian Paulk (CRD# 6137327) is an Investment Advisor Representative working at Truewealth Advisors, LLC in Montgomery, AL and has over 9 years of experience in the finance industry.