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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
Catherine Johnston (CRD# 4662376) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Opelika, AL and has over 20 years of experience in the finance industry.
Nathan Kastner (CRD# 5024820) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Opelika, AL and has over 18 years of experience in the finance industry. Nathan Kastner 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.
Frank Laxson (CRD# 2700151) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Opelika, AL and has over 27 years of experience in the finance industry.
Joshua Laxson (CRD# 5938885) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Opelika, AL and has over 9 years of experience in the finance industry. Joshua Laxson 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 Letts (CRD# 4688474) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Opelika, AL and has over 18 years of experience in the finance industry.
William Loosier (CRD# 5426189) is an Investment Advisor Representative working at Edward Jones in Opelika, AL and has over 16 years of experience in the finance industry.
Julie Melton (CRD# 6190809) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Opelika, AL and has over 9 years of experience in the finance industry.
Pamela Pouncy (CRD# 1109054) is an Investment Advisor Representative working at Lpl Financial LLC in Opelika, AL and has over 27 years of experience in the finance industry.
Daniel Richardson (CRD# 4491311) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Opelika, AL and has over 21 years of experience in the finance industry.
Daniel Rolling (CRD# 5974074) is an Investment Advisor Representative working at Edward Jones in Opelika, AL and has over 12 years of experience in the finance industry.