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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
Debra Coleman (CRD# 6453099) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ridgeland, MS and has over 8 years of experience in the finance industry.
Matthew Davis (CRD# 5542559) is an Investment Advisor Representative working at Argent Wealth, LLC in Ridgeland, MS and has over 15 years of experience in the finance industry.
Cristopher Dockery (CRD# 5870461) is an Investment Advisor Representative working at Argent Wealth, LLC in Ridgeland, MS and has over 13 years of experience in the finance industry.
Jonathan Douglas (CRD# 7794316) is an Investment Advisor Representative working at Prudential Financial Planning Services in Ridgeland, MS and has 1 year of experience in the finance industry.
Meredith Drake (CRD# 7514997) is an Investment Advisor Representative working at New Perspectives, Inc. in Ridgeland, MS and has 1 year of experience in the finance industry.
Robert Dye (CRD# 6762548) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Ridgeland, MS and has 1 year of experience in the finance industry.
Lauren Eikner (CRD# 7323546) is an Investment Advisor Representative working at Smith Shellnut Wilson in Ridgeland, MS and has 1 year of experience in the finance industry. Lauren Eikner 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.
Kevin Fitzsimmons (CRD# 3173643) is an Investment Advisor Representative working at Smith Shellnut Wilson in Ridgeland, MS and has over 24 years of experience in the finance industry.
Howard Graham (CRD# 717332) is an Investment Advisor Representative working at Stonex Advisors Inc. in Ridgeland, MS and has over 39 years of experience in the finance industry.
Ryan Grassel (CRD# 7073945) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Ridgeland, MS and has over 4 years of experience in the finance industry.