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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
Frank Smith (CRD# 4469624) is an Investment Advisor Representative working at Smith Shellnut Wilson in Ridgeland, MS and has over 17 years of experience in the finance industry.
James Smith (CRD# 1545987) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ridgeland, MS and has over 37 years of experience in the finance industry.
William Smith (CRD# 4865759) is an Investment Advisor Representative working at Guaranty Private Wealth in Ridgeland, MS and has over 19 years of experience in the finance industry.
Marvin Stockett (CRD# 4739325) is an Investment Advisor Representative working at Park Avenue Securities LLC in Ridgeland, MS and has over 20 years of experience in the finance industry. Marvin Stockett 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.
William Stone (CRD# 2647149) is an Investment Advisor Representative working at Waverly Advisors, LLC in Ridgeland, MS and has over 28 years of experience in the finance industry.
David Stratton (CRD# 5096872) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Ridgeland, MS and has over 17 years of experience in the finance industry.
Beverly Surles (CRD# 1873000) is an Investment Advisor Representative working at Stonex Advisors Inc. in Ridgeland, MS and has over 33 years of experience in the finance industry.
James Swindell (CRD# 4927260) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Ridgeland, MS and has over 18 years of experience in the finance industry.
Joshua Taff (CRD# 6009566) is an Investment Advisor Representative working at New Perspectives, Inc. in Ridgeland, MS and has over 12 years of experience in the finance industry.
Julie Talbot (CRD# 2210508) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Ridgeland, MS and has over 32 years of experience in the finance industry.