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Distance Only Montgomery, AL
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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
Shonic Lee (CRD# 1674997) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Montgomery, AL and has over 36 years of experience in the finance industry.
Sheree Luker (CRD# 1990325) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Montgomery, AL and has over 34 years of experience in the finance industry.
George Mardre (CRD# 1398326) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Montgomery, AL and has over 38 years of experience in the finance industry.
Kimberly Mason (CRD# 5184590) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has over 18 years of experience in the finance industry.
Hunter Massey (CRD# 5437684) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Montgomery, AL and has over 15 years of experience in the finance industry.
Carl McDonald (CRD# 1968938) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 34 years of experience in the finance industry.
Daniel McKenzie (CRD# 5793833) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Montgomery, AL and has over 13 years of experience in the finance industry.
Fred Middleton (CRD# 3235634) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Montgomery, AL and has over 24 years of experience in the finance industry.
Eugene Millsap (CRD# 869210) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Montgomery, AL and has over 31 years of experience in the finance industry.
Brian Mitchell (CRD# 1930933) is an Investment Advisor Representative working at Captrust in Montgomery, AL and has over 35 years of experience in the finance industry. Brian Mitchell 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.