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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
David Dunn (CRD# 6679175) is an Investment Advisor Representative working at Edward Jones in Phenix City, AL and has 1 year of experience in the finance industry.
Neal Gentry (CRD# 5064250) is an Investment Advisor Representative working at Next Financial Group, Inc. in Phenix City, AL and has over 4 years 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 24 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.
Richard Hoerlein (CRD# 1941143) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Opelika, AL and has over 28 years of experience in the finance industry. Richard Hoerlein 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.
Mark Hudson (CRD# 4210622) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Columbus, GA and has over 17 years of experience in the finance industry. Mark Hudson 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.
Gary Hurley (CRD# 2985809) is an Investment Advisor Representative working at Synovus Securities, Inc. in Columbus, GA and has over 19 years of experience in the finance industry. Gary Hurley 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.
Janice Hutson (CRD# 2520169) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Columbus, GA and has over 23 years of experience in the finance industry. Janice Hutson 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 Irvin (CRD# 3072876) is an Investment Advisor Representative working at Lpl Financial LLC in Columbus, GA and has over 18 years of experience in the finance industry. James Irvin 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.
Nathan Kastner (CRD# 5024820) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Opelika, AL and has over 12 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.
Susan Lombardo (CRD# 2541145) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Columbus, GA and has over 21 years of experience in the finance industry. Susan Lombardo 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.