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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
Gary Harrison (CRD# 7491400) is an Investment Advisor Representative working at Oneascent Wealth Management in Birmingham, AL and has over 2 years of experience in the finance industry.
Isaiah Hileman (CRD# 6618193) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Chelsea, AL and has over 7 years of experience in the finance industry.
David Hinshaw (CRD# 7334258) is an Investment Advisor Representative working at Oneascent Wealth Management in Birmingham, AL and has over 3 years of experience in the finance industry.
Thomas Joy (CRD# 2379862) is an Investment Advisor Representative working at Stonegate Investment Group, LLC in Birmingham, AL and has over 30 years of experience in the finance industry.
Sarah Kinney Martin (CRD# 7793362) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Birmingham, AL and has 1 year of experience in the finance industry.
Kevin Lively (CRD# 7209941) is an Investment Advisor Representative working at Lpl Financial LLC in Clanton, AL and has over 4 years of experience in the finance industry.
Natalie Manning (CRD# 6005444) is an Investment Advisor Representative working at Stonegate Investment Group, LLC in Birmingham, AL and has 1 year of experience in the finance industry.
Chantelle Monroe (CRD# 7305862) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Birmingham, AL and has over 2 years of experience in the finance industry.
James Moore (CRD# 7289051) is an Investment Advisor Representative working at Timberchase Financial, LLC in Hoover, AL and has over 3 years of experience in the finance industry. James Moore 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.
Madisyn Santora (CRD# 7156332) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Birmingham, AL and has over 4 years of experience in the finance industry.