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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
Christopher Lee (CRD# 5647992) is an Investment Advisor Representative working at Equitable Advisors, LLC in Birmingham, AL and has over 14 years of experience in the finance industry.
Katie Lenz (CRD# 5673717) is an Investment Advisor Representative working at Timberchase Financial, LLC in Hoover, AL and has 1 year of experience in the finance industry. Katie Lenz 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.
Chester Lewis (CRD# 4079468) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Chelsea, AL and has over 22 years of experience in the finance industry.
Steven Lind (CRD# 6028410) is an Investment Advisor Representative working at Navigate Wealth Management, LLC in Birmingham, AL and has 1 year of experience in the finance industry. Steven Lind 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.
Lindsay Luketic (CRD# 5502861) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Birmingham, AL and has over 11 years of experience in the finance industry.
Andrew Martin (CRD# 1570139) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Birmingham, AL and has over 37 years of experience in the finance industry.
Stephen Martin (CRD# 5837736) is an Investment Advisor Representative working at Lpl Financial LLC in Birmingham, AL and has over 13 years of experience in the finance industry.
Richard McGimsey (CRD# 1273551) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Birmingham, AL and has over 39 years of experience in the finance industry.
Joel McGriff (CRD# 1189473) is an Investment Advisor Representative working at The Mcgriff Alliance in Birmingham, AL and has over 40 years of experience in the finance industry.
Anne Medori (CRD# 1375207) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Birmingham, AL and has over 38 years of experience in the finance industry.