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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
Frank Poticny (CRD# 1175303) is an Investment Advisor Representative working at Bcl, LLC in Vestavia Hills, AL and has over 40 years of experience in the finance industry.
I am a committed financial professional and Vice President at AXA Advisors LLC, focusing on helping my clients achieve success in reaching their goals. Planning the financial future of yourself, your family, your small business or your corporation may be intimidating. I can help.
As Vice President, I have grown my practice by diligently assisting individuals with their retirement planning, asset management and asset protection. Everyone has unique financial goals. Using my extensive knowledge and experience in financial planning, I am able to find the appropriate life insurance, retirement plan,...
David Pulcini (CRD# 4712678) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 20 years of experience in the finance industry. David Pulcini 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.
Ahmad Quqa (CRD# 6737928) 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.
Marshall Rathmell (CRD# 5657799) is an Investment Advisor Representative working at Bcr Wealth Strategies in Vestavia Hills, AL and has over 15 years of experience in the finance industry. Marshall Rathmell 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.
Robert Rhea (CRD# 3048210) is an Investment Advisor Representative working at Sunburst Financial Group, LLC in Vestavia Hills, AL and has over 25 years of experience in the finance industry. Robert Rhea 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.
Nicholas Savas (CRD# 6220803) 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. Nicholas Savas 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.
Marshal Scheidt (CRD# 6500967) 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.
Jonathan Slater (CRD# 6172735) 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. Jonathan Slater 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.
Hunter Smith (CRD# 6967478) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Vestavia Hills, AL and has over 5 years of experience in the finance industry. Hunter Smith 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.