-
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
Sean McCauley (CRD# 5746621) 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. Sean McCauley 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.
Eric McClain (CRD# 5500918) is an Investment Advisor Representative working at Approach Retirement Advisors, LLC in Vestavia Hills, AL and has 1 year of experience in the finance industry. Eric McClain 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.
James McCormick (CRD# 4541624) is an Investment Advisor Representative working at Pmd Advisory in Vestavia Hills, AL and has over 20 years of experience in the finance industry.
Edward McKelvey (CRD# 5483978) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 15 years of experience in the finance industry.
Keeley Moore (CRD# 2954454) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Vestavia Hills, AL and has over 26 years of experience in the finance industry.
Matthew Morris (CRD# 6439389) is an Investment Advisor Representative working at Sunburst Financial Group, LLC in Vestavia Hills, AL and has over 8 years of experience in the finance industry.
Sommer Morris (CRD# 6465867) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 9 years of experience in the finance industry.
Richard Ohlrich (CRD# 2091824) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 31 years of experience in the finance industry.
Mark Pearson (CRD# 3193205) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 25 years of experience in the finance industry.
Frank Poticny (CRD# 1175303) is an Investment Advisor Representative working at Bcl, LLC in Vestavia Hills, AL and has over 40 years of experience in the finance industry.