-
Distance Only Jackson, MS
-
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
Jeffrey Lohmeier (CRD# 4216152) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 20 years of experience in the finance industry.
Nathan Lucas (CRD# 6138395) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 11 years of experience in the finance industry.
Charles Marion (CRD# 5069281) is an Investment Advisor Representative working at Mag Cap in Jackson, MS and has over 18 years of experience in the finance industry.
Scott Marshall (CRD# 5371392) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Jackson, MS and has over 16 years of experience in the finance industry. Scott Marshall 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.
Leslie Martin (CRD# 4395967) is an Investment Advisor Representative working at Lpl Financial LLC in Jackson, MS and has over 22 years of experience in the finance industry.
Mary Martin (CRD# 2840275) is an Investment Advisor Representative working at Lpl Financial LLC in Jackson, MS and has over 26 years of experience in the finance industry.
Mark Maxwell (CRD# 2360295) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Jackson, MS and has over 30 years of experience in the finance industry.
Lyle McAllister (CRD# 1197612) is an Investment Advisor Representative working at Mcallister Capital Management in Jackson, MS and has over 40 years of experience in the finance industry.
Alan McCormick (CRD# 5199744) is an Investment Advisor Representative working at Ballew Advisors Inc. in Jackson, MS and has over 17 years of experience in the finance industry. Alan McCormick 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.
Thomas Meadows (CRD# 5730698) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Jackson, MS and has over 14 years of experience in the finance industry.