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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
Jericho Wilson (CRD# 5638532) is an Investment Advisor Representative working at Morgan Stanley in Opelika, AL and has over 14 years of experience in the finance industry. Jericho Wilson 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.
David Charlton (CRD# 7093857) is an Investment Advisor Representative working at Primerica Advisors in Opelika, AL and has over 4 years of experience in the finance industry.
Nathan Mitchell (CRD# 6962836) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Opelika, AL and has over 5 years of experience in the finance industry. Nathan Mitchell 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.
Savannah Patrick (CRD# 7648624) is an Investment Advisor Representative working at Lpl Financial LLC in Opelika, AL and has 1 year of experience in the finance industry.
Finn Price (CRD# 7235560) is an Investment Advisor Representative working at Lpl Financial LLC in Opelika, AL and has 1 year of experience in the finance industry.
Sarah Slaughter (CRD# 5554380) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Opelika, AL and has over 13 years of experience in the finance industry.
Mallory Stein (CRD# 6600220) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Opelika, AL and has 1 year of experience in the finance industry.
Jeffrey Adams (CRD# 2369218) is an Investment Advisor Representative working at Greatmark Investment Partners, Inc. in Columbus, GA and has over 30 years of experience in the finance industry. Jeffrey Adams 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.
Brian Alford (CRD# 2217267) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Columbus, GA and has over 31 years of experience in the finance industry.
Stephanie Ames (CRD# 4313265) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Columbus, GA and has over 23 years of experience in the finance industry.