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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
Richard Widner (CRD# 4087102) is an Investment Advisor Representative working at Edward Jones in Cullman, AL and has over 24 years of experience in the finance industry.
Freddy Williamson (CRD# 1513825) is an Investment Advisor Representative working at Truewealth Advisors, LLC in Trussville, AL and has over 37 years of experience in the finance industry.
John Williamson (CRD# 6823073) is an Investment Advisor Representative working at Wealth Management in Cullman, AL and has over 6 years of experience in the finance industry.
Kyle Windham (CRD# 6545329) is an Investment Advisor Representative working at Avantax Advisory Services in Gardendale, AL and has over 5 years of experience in the finance industry. Kyle Windham 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.
Paul Windham (CRD# 5799686) is an Investment Advisor Representative working at Avantax Advisory Services in Trussville, AL and has over 13 years of experience in the finance industry. Paul Windham 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.
Michael Winter (CRD# 6337539) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Trussville, AL and has over 9 years of experience in the finance industry.
Dallice Attaway-Jones (CRD# 7459852) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cullman, AL and has over 2 years of experience in the finance industry.
Andrew Beard (CRD# 7369630) is an Investment Advisor Representative working at Edward Jones in Gardendale, AL and has over 2 years of experience in the finance industry.
Katie Brown (CRD# 7209503) is an Investment Advisor Representative working at Edward Jones in Cullman, AL and has over 4 years of experience in the finance industry.
William Colvin (CRD# 7463509) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Albertville, AL and has over 2 years of experience in the finance industry.