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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
John Blalock (CRD# 5038926) is an Investment Advisor Representative working at Blalock Williams, LLC in Alexander City, AL and has over 18 years of experience in the finance industry. John Blalock 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.
Phillip Blankenship (CRD# 5455182) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Birmingham, AL and has over 16 years of experience in the finance industry.
Sara Bolen (CRD# 2690823) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 25 years of experience in the finance industry.
Taney Brazeal (CRD# 2637169) is an Investment Advisor Representative working at Brazeal Asset Management, LLC in Chelsea, AL and has over 28 years of experience in the finance industry.
Matthew Brown (CRD# 5456043) is an Investment Advisor Representative working at Stonegate Investment Group, LLC in Birmingham, AL and has over 16 years of experience in the finance industry. Matthew Brown 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.
Shawn Buchanan (CRD# 3055871) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Birmingham, AL and has over 25 years of experience in the finance industry. Shawn Buchanan 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 Burnett (CRD# 4701527) is an Investment Advisor Representative working at Navigate Wealth Management, LLC in Birmingham, AL and has 1 year of experience in the finance industry. James Burnett 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.
Jack Burnette (CRD# 4622766) is an Investment Advisor Representative working at Rfg Advisory, LLC in Birmingham, AL and has over 21 years of experience in the finance industry. Jack Burnette 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 Burns (CRD# 1460468) is an Investment Advisor Representative working at Lpl Financial LLC in Birmingham, AL and has over 37 years of experience in the finance industry.
Derek Burrow (CRD# 6339042) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Birmingham, AL and has over 8 years of experience in the finance industry.