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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
Chadwick Messina (CRD# 5991851) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Trussville, AL and has over 12 years of experience in the finance industry.
Carla Nelson (CRD# 2381375) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Trussville, AL and has over 13 years of experience in the finance industry.
James Taylor (CRD# 6269641) is an Investment Advisor Representative working at Edward Jones in Trussville, AL and has over 10 years of experience in the finance industry.
Freddy Williamson (CRD# 1513825) is an Investment Advisor Representative working at Truewealth Advisors, LLC in Trussville, AL and has over 37 years of experience in the finance industry.
Paul Windham (CRD# 5799686) is an Investment Advisor Representative working at Avantax Advisory Services in Trussville, AL and has over 13 years of experience in the finance industry. Paul Windham 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.
Michael Winter (CRD# 6337539) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Trussville, AL and has over 9 years of experience in the finance industry.
Joseph Johnson (CRD# 7362846) is an Investment Advisor Representative working at Lpl Financial LLC in Trussville, AL and has over 2 years of experience in the finance industry.
Eric Wrisley (CRD# 6573852) is an Investment Advisor Representative working at Lpl Financial LLC in Trussville, AL and has over 8 years of experience in the finance industry.
Steven Abrams (CRD# 2842337) is an Investment Advisor Representative working at Nbc Securities, Inc. in Birmingham, AL and has over 27 years of experience in the finance industry.
Bradford Acton (CRD# 6641051) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 7 years of experience in the finance industry. Bradford Acton 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.