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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
Patrick Bussey (CRD# 3244138) is an Investment Advisor Representative working at Stonex Advisors Inc. in Foley, AL and has over 23 years of experience in the finance industry.
Lisa Cooper (CRD# 6771779) is an Investment Advisor Representative working at Edward Jones in Foley, AL and has over 6 years of experience in the finance industry.
Christi Koehle (CRD# 4177234) is an Investment Advisor Representative working at Mml Investors Services, LLC in Foley, AL and has over 23 years of experience in the finance industry.
Jason Kozon (CRD# 2987010) is an Investment Advisor Representative working at Edward Jones in Foley, AL and has over 26 years of experience in the finance industry. Jason Kozon 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.
Dillon Smith (CRD# 6611380) is an Investment Advisor Representative working at Mml Investors Services, LLC in Foley, AL and has over 8 years of experience in the finance industry. Dillon 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.
Tera Wiggins (CRD# 1025024) is an Investment Advisor Representative working at Mml Investors Services, LLC in Foley, AL and has over 26 years of experience in the finance industry.
Chantz Blackmon (CRD# 6863662) is an Investment Advisor Representative working at Edward Jones in Foley, AL and has over 4 years of experience in the finance industry.
Haley Blackmon (CRD# 7111391) is an Investment Advisor Representative working at Edward Jones in Foley, AL and has over 2 years of experience in the finance industry.
Michael Starkey (CRD# 7569277) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Foley, AL and has 1 year of experience in the finance industry.
Lezli Thomason (CRD# 7486985) is an Investment Advisor Representative working at Edward Jones in Foley, AL and has 1 year of experience in the finance industry.