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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
Clarence Pritchett (CRD# 6435141) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has over 8 years of experience in the finance industry.
Jacob Ray (CRD# 6170900) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Montgomery, AL and has over 11 years of experience in the finance industry.
Robert Ray (CRD# 1827544) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Montgomery, AL and has over 35 years of experience in the finance industry.
Anneliese Roemer (CRD# 6054738) is an Investment Advisor Representative working at Waverly Advisors, LLC in Montgomery, AL and has over 12 years of experience in the finance industry.
Laurie Russell (CRD# 2554341) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Montgomery, AL and has over 29 years of experience in the finance industry.
Kathleen Schoudel (CRD# 4735218) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Montgomery, AL and has over 20 years of experience in the finance industry.
Traci Segrest (CRD# 2800051) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Shorter, AL and has over 27 years of experience in the finance industry.
Robert Seibels (CRD# 418098) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Montgomery, AL and has over 42 years of experience in the finance industry.
Franklin Shepard (CRD# 845817) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Montgomery, AL and has over 40 years of experience in the finance industry.
Jonathan Shoffner (CRD# 6754599) is an Investment Advisor Representative working at Edward Jones in Montgomery, AL and has over 7 years of experience in the finance industry.