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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
Sean Fleming (CRD# 6844122) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Birmingham, AL and has over 6 years of experience in the finance industry.
Mandi Fortner (CRD# 5875550) is an Investment Advisor Representative working at State Farm Investment Management Corp. in North Clanton, AL and has over 13 years of experience in the finance industry.
Jonathan Foster (CRD# 6378010) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Birmingham, AL and has over 5 years of experience in the finance industry.
Suzuanne Foster (CRD# 4812069) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 19 years of experience in the finance industry. Suzuanne Foster 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.
Kenneth Gaddis (CRD# 5928042) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Birmingham, AL and has over 5 years of experience in the finance industry.
Lisa Gaddis (CRD# 2678734) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Birmingham, AL and has over 28 years of experience in the finance industry. Lisa Gaddis 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.
Patrick Garrett (CRD# 5356857) is an Investment Advisor Representative working at Summit Financial, LLC in Birmingham, AL and has over 7 years of experience in the finance industry.
Stephen Garrett (CRD# 4659825) is an Investment Advisor Representative working at Summit Financial, LLC in Birmingham, AL and has over 20 years of experience in the finance industry.
Stephen Garrett (CRD# 2146125) is an Investment Advisor Representative working at Summit Financial, LLC in Birmingham, AL and has over 32 years of experience in the finance industry.
Edward Goodson (CRD# 4781764) is an Investment Advisor Representative working at Lpl Financial LLC in Birmingham, AL and has over 19 years of experience in the finance industry.