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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
Philip Shaffer (CRD# 716363) is an Investment Advisor Representative working at Oneascent Family Offices in Birmingham, AL and has over 43 years of experience in the finance industry.
Julie Shropshire (CRD# 5073713) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Birmingham, AL and has over 17 years of experience in the finance industry.
Raymond Skinner (CRD# 3011361) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Birmingham, AL and has over 26 years of experience in the finance industry.
Tony Smith (CRD# 2223813) is an Investment Advisor Representative working at Stonegate Investment Group, LLC in Birmingham, AL and has over 32 years of experience in the finance industry.
Robert Sparks (CRD# 4509689) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Birmingham, AL and has over 22 years of experience in the finance industry. Robert Sparks 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.
Armand St Raymond (CRD# 2904912) is an Investment Advisor Representative working at Summit Financial, LLC in Birmingham, AL and has over 26 years of experience in the finance industry.
James Stark (CRD# 1068449) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 24 years of experience in the finance industry.
John Tate (CRD# 6102577) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 11 years of experience in the finance industry. John Tate 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.
Cynthia Thomas (CRD# 1218604) is an Investment Advisor Representative working at Stonegate Investment Group, LLC in Birmingham, AL and has over 39 years of experience in the finance industry.
J Verchot (CRD# 2144034) is an Investment Advisor Representative working at Equitable Advisors, LLC in Birmingham, AL and has over 32 years of experience in the finance industry.