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Distance Only Ridgeland, 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
Wayne Thomas (CRD# 712404) is an Investment Advisor Representative working at Stephens in Ridgeland, MS and has over 43 years of experience in the finance industry.
Joshua Tootle (CRD# 5664986) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Ridgeland, MS and has over 6 years of experience in the finance industry.
Charles Triplett (CRD# 5382986) is an Investment Advisor Representative working at Eagle Strategies LLC in Ridgeland, MS and has over 16 years of experience in the finance industry.
Jeffrey Turnipseed (CRD# 3157166) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Ridgeland, MS and has over 14 years of experience in the finance industry.
Richella Vincent Lee (CRD# 5318742) is an Investment Advisor Representative working at Advice And Planning Services in Ridgeland, MS and has over 16 years of experience in the finance industry.
Patrick Vivier (CRD# 1176791) is an Investment Advisor Representative working at Eagle Strategies LLC in Ridgeland, MS and has over 25 years of experience in the finance industry.
Jennifer Walley (CRD# 6801459) is an Investment Advisor Representative working at Morgan Stanley in Ridgeland, MS and has over 6 years of experience in the finance industry.
Forbes Watson (CRD# 1050748) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Ridgeland, MS and has over 13 years of experience in the finance industry.
Jodi Welch (CRD# 6839792) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ridgeland, MS and has over 6 years of experience in the finance industry.
Christopher Wells (CRD# 4202899) is an Investment Advisor Representative working at Commonwealth Financial Network in Ridgeland, MS and has over 23 years of experience in the finance industry. Christopher Wells 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.