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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
Sarah Keeshan (CRD# 6833158) is an Investment Advisor Representative working at Morgan Stanley in Montgomery, AL and has 1 year of experience in the finance industry.
Pam Kimble (CRD# 4389747) is an Investment Advisor Representative working at Morgan Stanley in Montgomery, AL and has over 21 years 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.
Christopher McKeen (CRD# 7468488) is an Investment Advisor Representative working at First Command Advisory Services in Montgomery, AL and has over 2 years of experience in the finance industry.
Tryon McLaney (CRD# 7737001) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Montgomery, AL and has 1 year of experience in the finance industry.
Gilbert Meadows (CRD# 2596215) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Montgomery, AL and has over 29 years of experience in the finance industry. Gilbert Meadows 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.
Seth Meadows (CRD# 7423947) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Montgomery, AL and has over 2 years of experience in the finance industry.
Richard Nelson (CRD# 6510728) is an Investment Advisor Representative working at North Capital in Prattville, AL and has over 8 years of experience in the finance industry.
Frederick Pellum (CRD# 6462074) is an Investment Advisor Representative working at Primerica Advisors in Montgomery, AL and has over 8 years of experience in the finance industry.
Ray Poole (CRD# 6288134) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Prattville, AL and has over 10 years of experience in the finance industry.