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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
Clarence Pritchett (CRD# 6435141) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has over 8 years of experience in the finance industry.
Robert Ray (CRD# 1827544) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Montgomery, AL and has over 35 years of experience in the finance industry.
Anneliese Roemer (CRD# 6054738) is an Investment Advisor Representative working at Waverly Advisors, LLC in Montgomery, AL and has over 12 years of experience in the finance industry.
Kathleen Schoudel (CRD# 4735218) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Montgomery, AL and has over 20 years of experience in the finance industry.
Traci Segrest (CRD# 2800051) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Shorter, AL and has over 27 years of experience in the finance industry.
Robert Seibels (CRD# 418098) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Montgomery, AL and has over 42 years of experience in the finance industry.
Franklin Shepard (CRD# 845817) 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.
Jonathan Shoffner (CRD# 6754599) is an Investment Advisor Representative working at Edward Jones in Montgomery, AL and has over 7 years of experience in the finance industry.
Melvin Sikes (CRD# 4377552) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Montgomery, AL and has over 22 years of experience in the finance industry. Melvin Sikes 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.
Daniel Sloan (CRD# 1496530) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 37 years of experience in the finance industry. Daniel Sloan 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.