-
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
Mark Perkins (CRD# 2747865) is an Investment Advisor Representative working at Summit Financial, LLC in Birmingham, AL and has over 27 years of experience in the finance industry.
Steven Peterson (CRD# 2898455) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Birmingham, AL and has over 26 years of experience in the finance industry.
John Pfaudler (CRD# 3181716) is an Investment Advisor Representative working at Rfg Advisory, LLC in Birmingham, AL and has over 25 years of experience in the finance industry.
Brian Pflaum (CRD# 3010764) is an Investment Advisor Representative working at Lpl Financial LLC in Birmingham, AL and has over 26 years of experience in the finance industry.
Alynn Plaisted (CRD# 2874920) is an Investment Advisor Representative working at Summit Financial, LLC in Birmingham, AL and has over 26 years of experience in the finance industry.
Thomas Powell (CRD# 1917867) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 35 years of experience in the finance industry. Thomas Powell 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 Pruitt (CRD# 2757484) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Birmingham, AL and has over 27 years of experience in the finance industry.
David Roberts (CRD# 2267120) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Birmingham, AL and has over 31 years of experience in the finance industry.
Andrew Schaper (CRD# 7012360) is an Investment Advisor Representative working at Summit Financial, LLC in Birmingham, AL and has over 5 years of experience in the finance industry.
Todd Shafer (CRD# 4635232) is an Investment Advisor Representative working at Lpl Financial LLC in Birmingham, AL and has over 20 years of experience in the finance industry.