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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
Kendall Franks (CRD# 7440132) is an Investment Advisor Representative working at Primerica Advisors in Mobile, AL and has over 2 years of experience in the finance industry.
William Howard (CRD# 7472596) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mobile, AL and has over 2 years of experience in the finance industry. William Howard 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.
Peter Lauter (CRD# 6160918) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mobile, AL and has 1 year of experience in the finance industry.
Jonathan Lentz (CRD# 6707646) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mobile, AL and has over 7 years of experience in the finance industry. Jonathan Lentz 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.
Samuel Loftin (CRD# 6813275) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mobile, AL and has 1 year of experience in the finance industry.
Laureen Lynn (CRD# 2427770) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Mobile, AL and has over 30 years of experience in the finance industry.
Corey Musgrave (CRD# 7844123) is an Investment Advisor Representative working at Edward Jones in Mobile, AL and has 1 year of experience in the finance industry.
E Peters (CRD# 6516436) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Mobile, AL and has over 4 years of experience in the finance industry.
Anita Sawrie (CRD# 7292144) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mobile, AL and has over 2 years of experience in the finance industry.
Kellie Thompson (CRD# 1671495) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Mobile, AL and has over 21 years of experience in the finance industry.