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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
Jacob Drum (CRD# 7671587) is an Investment Advisor Representative working at Bcr Wealth Strategies in Vestavia Hills, AL and has 1 year of experience in the finance industry.
Michele Fasanello (CRD# 7127967) is an Investment Advisor Representative working at Bcr Wealth Strategies in Vestavia Hills, AL and has over 2 years of experience in the finance industry.
John Fox (CRD# 6946925) is an Investment Advisor Representative working at Sunburst Financial Group, LLC in Vestavia Hills, AL and has over 3 years of experience in the finance industry.
Samuel Harris (CRD# 7872754) is an Investment Advisor Representative working at Bluewater Wealth Advisors, LLC in Vestavia Hills, AL and has 1 year of experience in the finance industry.
Cilimberg James (CRD# 7692115) is an Investment Advisor Representative working at Foresight Financial Advising LLC in Vestavia Hills, AL and has 1 year of experience in the finance industry.
William King (CRD# 6808113) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 4 years of experience in the finance industry. William King 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.
Adam Kirklin (CRD# 5417829) is an Investment Advisor Representative working at Bluewater Wealth Advisors, LLC in Vestavia Hills, AL and has 1 year of experience in the finance industry.
Eric Larson (CRD# 2292387) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 30 years of experience in the finance industry.
Spencer Lawson (CRD# 7744920) is an Investment Advisor Representative working at Bcr Wealth Strategies in Vestavia Hills, AL and has 1 year of experience in the finance industry.
Casey Marshall (CRD# 6309185) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 8 years of experience in the finance industry.