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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
Theresa Mott (CRD# 6618522) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Montgomery, AL and has over 5 years of experience in the finance industry.
Matthew Murphy (CRD# 5503314) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Montgomery, AL and has over 16 years of experience in the finance industry.
Horace Nash (CRD# 4345721) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Montgomery, AL and has over 21 years of experience in the finance industry.
Amanda Overby (CRD# 6762213) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Montgomery, AL and has over 6 years of experience in the finance industry. Amanda Overby 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.
Jonathan Parker (CRD# 2198407) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Montgomery, AL and has over 32 years of experience in the finance industry.
Todd Parsons (CRD# 1912402) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Montgomery, AL and has over 35 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.
James Perry (CRD# 4612862) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 21 years of experience in the finance industry.
David Petty (CRD# 2031149) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Montgomery, AL and has over 34 years of experience in the finance industry. David Petty 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.
Daniel Phillips (CRD# 6365221) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Montgomery, AL and has over 9 years of experience in the finance industry.