-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Willard Wood (CRD# 2243704) is an Investment Advisor Representative working at Osaic Fa, Inc. in Jackson, MS and has over 31 years of experience in the finance industry.
Travis Woods (CRD# 5557118) is an Investment Advisor Representative working at Collaborative Advice in Madison, MS and has over 15 years of experience in the finance industry. Travis Woods 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.
Angela Woodward (CRD# 3077387) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jackson, MS and has over 24 years of experience in the finance industry.
Karen Worrell (CRD# 2251459) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ridgeland, MS and has over 31 years of experience in the finance industry.
Jeremy Yancey (CRD# 5524048) is an Investment Advisor Representative working at Element Wealth, LLC in Ridgeland, MS and has over 15 years of experience in the finance industry.
Gene Yates, Jr. (CRD# 1036736) is an Investment Advisor Representative working at Abridge Partners, LLC in Madison, MS and has over 42 years of experience in the finance industry.
Eugene Yelverton (CRD# 2185387) is an Investment Advisor Representative working at Lpl Financial LLC in Ridgeland, MS and has over 32 years of experience in the finance industry.
Michael Zito (CRD# 2052770) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, MS and has over 33 years of experience in the finance industry.
Kevin Anthony (CRD# 7213382) is an Investment Advisor Representative working at Peregrine Investment Advisors, LLC in Madison, MS and has over 4 years of experience in the finance industry.
Mark Bean (CRD# 7624002) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ridgeland, MS and has 1 year of experience in the finance industry.