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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
Jamie King (CRD# 2888057) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 26 years of experience in the finance industry.
David Koren (CRD# 5714410) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 14 years of experience in the finance industry.
Matthew Lemen (CRD# 6045091) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 10 years of experience in the finance industry.
Richard Lewins (CRD# 722742) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 43 years of experience in the finance industry.
Ryan Lind (CRD# 5726311) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 14 years of experience in the finance industry.
Charles Lineberry (CRD# 4722022) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 15 years of experience in the finance industry.
James Martin (CRD# 1620186) is an Investment Advisor Representative working at Sunburst Financial Group, LLC in Vestavia Hills, AL and has over 36 years of experience in the finance industry. James Martin 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.
John Martin (CRD# 4480215) is an Investment Advisor Representative working at Sunburst Financial Group, LLC in Vestavia Hills, AL and has over 22 years of experience in the finance industry.
Eric McClain (CRD# 5500918) is an Investment Advisor Representative working at Approach Retirement Advisors, LLC in Vestavia Hills, AL and has 1 year of experience in the finance industry. Eric McClain 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.
James McCormick (CRD# 4541624) is an Investment Advisor Representative working at Pmd Advisory in Vestavia Hills, AL and has over 20 years of experience in the finance industry.