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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
Margaret Hall (CRD# 4822000) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Montevallo, AL and has over 19 years of experience in the finance industry.
Denise Woodham (CRD# 1769833) is an Investment Advisor Representative working at Spring Creek Investments in Montevallo, AL and has over 30 years of experience in the finance industry.
Bradford Acton (CRD# 6641051) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 7 years of experience in the finance industry. Bradford Acton 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.
Brook Acton (CRD# 6186795) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Birmingham, AL and has over 9 years of experience in the finance industry.
Robert Agnew (CRD# 1447320) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 38 years of experience in the finance industry.
Clayton Aho (CRD# 4232659) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 23 years of experience in the finance industry.
David Allen (CRD# 1557196) is an Investment Advisor Representative working at Stonex Advisors Inc. in Birmingham, AL and has over 18 years of experience in the finance industry.
James Allen (CRD# 4879505) is an Investment Advisor Representative working at Stonegate Investment Group, LLC in Birmingham, AL and has over 17 years of experience in the finance industry.
Kate Amdall (CRD# 4501617) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Birmingham, AL and has over 21 years of experience in the finance industry.
Michael Ames (CRD# 5893669) is an Investment Advisor Representative working at Stonex Advisors Inc. in Birmingham, AL and has over 12 years of experience in the finance industry.