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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
Michael Smith (CRD# 2408172) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 27 years of experience in the finance industry. Michael 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.
James Sumpter (CRD# 2887790) 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. James Sumpter 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.
Brian Swilling (CRD# 4956839) is an Investment Advisor Representative working at Waddell & Reed in Charlotte, NC and has over 12 years of experience in the finance industry.
Amber Terakedis (CRD# 4798605) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Vestavia Hills, AL and has over 18 years of experience in the finance industry. Amber Terakedis 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.
Caleb Vaughan (CRD# 6215667) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 9 years of experience in the finance industry. Caleb Vaughan 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.
Phillip Walker (CRD# 5798439) is an Investment Advisor Representative working at Approach Retirement Advisors, LLC in Vestavia Hills, AL and has over 13 years of experience in the finance industry. Phillip Walker 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.
Frederick Wedell (CRD# 6701615) 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.
Bobby White (CRD# 3095184) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 25 years of experience in the finance industry.
Ryan Whitley (CRD# 4956750) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 18 years of experience in the finance industry. Ryan Whitley 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.
Anita Wiggins (CRD# 1435530) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 16 years of experience in the finance industry.