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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
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.
Jack Burnette (CRD# 4622766) is an Investment Advisor Representative working at Rfg Advisory, LLC in Birmingham, AL and has over 21 years of experience in the finance industry. Jack Burnette 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.
James Burns (CRD# 1460468) is an Investment Advisor Representative working at Lpl Financial LLC in Birmingham, AL and has over 37 years of experience in the finance industry.
Patricia Burris (CRD# 2924167) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 26 years of experience in the finance industry. Patricia Burris 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.
Derek Burrow (CRD# 6339042) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Birmingham, AL and has over 8 years of experience in the finance industry.