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Distance Only Vestavia Hills, AL
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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
Katie Hammock (CRD# 5147783) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 12 years of experience in the finance industry.
Taylor Hart (CRD# 5549423) is an Investment Advisor Representative working at Steadmont Advisors, LLC in Vestavia Hills, AL and has over 13 years of experience in the finance industry. Taylor Hart 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.
Rory Hartmann (CRD# 5995001) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 11 years of experience in the finance industry. Rory Hartmann 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.
Micheal Heckman (CRD# 5699464) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 14 years of experience in the finance industry. Micheal Heckman 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.
Laura Hinton (CRD# 1764675) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 36 years of experience in the finance industry.
Timothy Jones (CRD# 5967989) is an Investment Advisor Representative working at Bcr Wealth Strategies in Vestavia Hills, AL and has over 12 years of experience in the finance industry.
David Koren (CRD# 5714410) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 14 years of experience in the finance industry.
Matthew Lemen (CRD# 6045091) 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.
Richard Lewins (CRD# 722742) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 43 years of experience in the finance industry.
James Martin (CRD# 1620186) is an Investment Advisor Representative working at Sunburst Financial Group, LLC in Vestavia Hills, AL and has over 36 years of experience in the finance industry. James Martin 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.