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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
James Perry (CRD# 4612862) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 21 years of experience in the finance industry.
David Petty (CRD# 2031149) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Montgomery, AL and has over 34 years of experience in the finance industry. David Petty 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.
Daniel Phillips (CRD# 6365221) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Montgomery, AL and has over 9 years of experience in the finance industry.
Mabry Phillips (CRD# 1968939) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Montgomery, AL and has over 34 years of experience in the finance industry.
Clarence Pritchett (CRD# 6435141) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has over 8 years of experience in the finance industry.
Jacob Ray (CRD# 6170900) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Montgomery, AL and has over 11 years of experience in the finance industry.
Robert Ray (CRD# 1827544) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Montgomery, AL and has over 35 years of experience in the finance industry.
Anneliese Roemer (CRD# 6054738) is an Investment Advisor Representative working at Waverly Advisors, LLC in Montgomery, AL and has over 12 years of experience in the finance industry.
Laurie Russell (CRD# 2554341) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Montgomery, AL and has over 29 years of experience in the finance industry.
Kathleen Schoudel (CRD# 4735218) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Montgomery, AL and has over 20 years of experience in the finance industry.