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Distance Only Jackson, MS
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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
William Womack (CRD# 734227) is an Investment Advisor Representative working at Green Turtle Capital Management, LLC in Jackson, MS and has over 23 years of experience in the finance industry.
Nathan Wood (CRD# 4525251) is an Investment Advisor Representative working at Coker & Palmer in Jackson, MS and has over 21 years of experience in the finance industry.
Willard Wood (CRD# 2243704) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Jackson, MS and has over 31 years of experience in the finance industry.
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.
Maeve Beard (CRD# 5843325) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 13 years of experience in the finance industry.
Brandi Carr (CRD# 5829699) is an Investment Advisor Representative working at Morgan Stanley in Jackson, MS and has over 12 years of experience in the finance industry.
James Clark (CRD# 2847659) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 25 years of experience in the finance industry. James Clark 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.
Patti Daly (CRD# 2899158) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 3 years of experience in the finance industry.
Derrick Freeman (CRD# 1753265) is an Investment Advisor Representative working at Park Avenue Securities LLC in Jackson, MS and has over 36 years of experience in the finance industry.
Marray Harris (CRD# 7149234) is an Investment Advisor Representative working at Primerica Advisors in Jackson, MS and has over 4 years of experience in the finance industry.