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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
Kristen Cockroft (CRD# 5478393) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Pike Road, AL and has over 15 years of experience in the finance industry.
Daniel Dean (CRD# 7283643) is an Investment Advisor Representative working at Tucker Financial Group in Montgomery, AL and has over 2 years of experience in the finance industry.
Leeanne Dean (CRD# 7543879) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Montgomery, AL and has 1 year of experience in the finance industry.
Patrick Edwards (CRD# 5077411) is an Investment Advisor Representative working at Eagle Strategies LLC in Montgomery, AL and has over 17 years of experience in the finance industry.
Robert Fell (CRD# 7848801) is an Investment Advisor Representative working at Edward Jones in Montgomery, AL and has 1 year of experience in the finance industry.
Heather Grubbs (CRD# 6970706) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Montgomery, AL and has over 4 years of experience in the finance industry.
Allison Guice (CRD# 7085420) is an Investment Advisor Representative working at Jackson Thornton Asset Management, LLC in Montgomery, AL and has over 5 years of experience in the finance industry. Allison Guice 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.
Kristen Guy (CRD# 7497832) is an Investment Advisor Representative working at Edward Jones in Clanton, AL and has 1 year of experience in the finance industry.
Caroline Hall (CRD# 6733880) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Montgomery, AL and has over 4 years of experience in the finance industry. Caroline Hall 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.
Jerry Hanshaw (CRD# 7208112) is an Investment Advisor Representative working at Edward Jones in Montgomery, AL and has over 4 years of experience in the finance industry.