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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
James Klingler (CRD# 271890) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Montgomery, AL and has over 40 years of experience in the finance industry.
Richard Kohn (CRD# 2126397) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Montgomery, AL and has over 33 years of experience in the finance industry.
Shonic Lee (CRD# 1674997) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Montgomery, AL and has over 36 years of experience in the finance industry.
Charles Lineberry (CRD# 4722022) is an Investment Advisor Representative working at Rfg Advisory, LLC in Prattville, AL and has over 15 years of experience in the finance industry.
Sheree Luker (CRD# 1990325) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Montgomery, AL and has over 34 years of experience in the finance industry.
George Mardre (CRD# 1398326) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Montgomery, AL and has over 38 years of experience in the finance industry.
Kimberly Mason (CRD# 5184590) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has over 18 years of experience in the finance industry.
Hunter Massey (CRD# 5437684) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Montgomery, AL and has over 15 years of experience in the finance industry.
Carl McDonald (CRD# 1968938) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 34 years of experience in the finance industry.
Eugene Millsap (CRD# 869210) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Montgomery, AL and has over 31 years of experience in the finance industry.