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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
Melissa Brown (CRD# 4385176) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Vestavia Hills, AL and has over 22 years of experience in the finance industry.
Robert Brown (CRD# 1148258) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 40 years of experience in the finance industry.
Thomas Brown (CRD# 5781471) is an Investment Advisor Representative working at Waverly Advisors, LLC in Birmingham, AL and has over 13 years of experience in the finance industry.
Francis Buchan (CRD# 2553755) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Birmingham, AL and has over 29 years of experience in the finance industry.
Robert Buchanan (CRD# 5413444) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Birmingham, AL and has over 16 years of experience in the finance industry.
Shawn Buchanan (CRD# 3055871) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Birmingham, AL and has over 25 years of experience in the finance industry. Shawn Buchanan 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.
John Burch (CRD# 5284687) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Birmingham, AL and has over 17 years of experience in the finance industry. John Burch 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.
Rene Burke (CRD# 3047156) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Vestavia Hills, AL and has over 23 years of experience in the finance industry.
James Burness (CRD# 723795) is an Investment Advisor Representative working at Dublin Wealth Management, Inc. in Birmingham, AL and has over 42 years of experience in the finance industry.
James Burnett (CRD# 4701527) is an Investment Advisor Representative working at Navigate Wealth Management, LLC in Birmingham, AL and has 1 year of experience in the finance industry. James Burnett 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.