-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Thomas Lilly (CRD# 6758511) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mobile, AL and has over 6 years of experience in the finance industry.
Kelsey Lovett (CRD# 5443702) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mobile, AL and has over 15 years of experience in the finance industry. Kelsey Lovett 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 Lyle (CRD# 2011230) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Mobile, AL and has over 34 years of experience in the finance industry.
Ryan Mahtani (CRD# 5579198) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mobile, AL and has over 12 years of experience in the finance industry.
Ellen Marler (CRD# 1618356) is an Investment Advisor Representative working at Primerica Advisors in Mobile, AL and has over 37 years of experience in the finance industry.
Gregory Mason (CRD# 5174552) is an Investment Advisor Representative working at Lpl Financial LLC in Biloxi, MS and has over 17 years of experience in the finance industry.
Charles Mayhall (CRD# 3039843) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Mobile, AL and has over 25 years of experience in the finance industry.
Roger McConnell (CRD# 1330743) is an Investment Advisor Representative working at Edward Jones in Mobile, AL and has over 37 years of experience in the finance industry.
Cheryl McCormick-Hann (CRD# 4264815) is an Investment Advisor Representative working at Edward Jones in Mobile, AL and has over 23 years of experience in the finance industry.
John McDonald (CRD# 3068522) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mobile, AL and has over 25 years of experience in the finance industry.