-
Distance Only Vestavia Hills, AL
-
COMPENSATION Either
-
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
Gregory Brenner (CRD# 5119655) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Vestavia Hills, AL and has over 18 years of experience in the finance industry.
Melissa Brown (CRD# 4385176) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Vestavia Hills, AL and has over 22 years of experience in the finance industry.
Robert Brown (CRD# 1148258) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 40 years of experience in the finance industry.
Rene Burke (CRD# 3047156) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Vestavia Hills, AL and has over 23 years of experience in the finance industry.
Zachary Campbell (CRD# 6090173) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 10 years of experience in the finance industry.
Cheryl Casebere (CRD# 2991982) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vestavia Hills, AL and has over 26 years of experience in the finance industry.
Thomas Chancellor (CRD# 3258943) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 24 years of experience in the finance industry. Thomas Chancellor 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.
Stracy Chatham (CRD# 2639125) is an Investment Advisor Representative working at Lpl Financial LLC in Vestavia Hills, AL and has over 28 years of experience in the finance industry.
Sandra Cleveland (CRD# 4570085) is an Investment Advisor Representative working at Bcr Wealth Strategies in Vestavia Hills, AL and has over 21 years of experience in the finance industry. Sandra Cleveland 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.
Melanie Dickinson (CRD# 5530226) is an Investment Advisor Representative working at Pmd Advisory in Vestavia Hills, AL and has over 15 years of experience in the finance industry.