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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
Horace Allen (CRD# 1012439) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Mobile, AL and has over 40 years of experience in the finance industry. Horace Allen 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.
Celia Baehr (CRD# 1082994) is an Investment Advisor Representative working at Celia Mann Baehr, Cfp in Mobile, AL and has over 41 years of experience in the finance industry. Celia Baehr 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.
Jacob Baker (CRD# 6780171) is an Investment Advisor Representative working at L&l Financial Services, LLP in Mobile, AL and has 1 year of experience in the finance industry.
Stephen Baker (CRD# 1276411) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fairhope, AL and has over 39 years of experience in the finance industry.
Miles Ball (CRD# 1610124) is an Investment Advisor Representative working at Wealth Management Consultants, LLC in Mobile, AL and has over 37 years of experience in the finance industry.
Melissa Ballard (CRD# 5875302) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Daphne, AL and has over 7 years of experience in the finance industry.
Thomas Barko (CRD# 4729765) is an Investment Advisor Representative working at Stonex Advisors Inc. in Fairhope, AL and has over 20 years of experience in the finance industry.
James Barnes (CRD# 6164863) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Pensacola, FL and has over 9 years of experience in the finance industry. James Barnes 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.
David Bedford (CRD# 1255914) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orange Beach, AL and has over 40 years of experience in the finance industry.
Adam Bell (CRD# 5585025) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Spanish Fort, AL and has over 15 years of experience in the finance industry. Adam Bell 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.