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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
Thomas Montz (CRD# 1843014) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mobile, AL and has over 36 years of experience in the finance industry.
Danny Moore (CRD# 5324756) is an Investment Advisor Representative working at Smith Moore & Company in Lucedale, MS and has over 17 years of experience in the finance industry.
William Moore (CRD# 4565514) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mobile, AL and has over 21 years of experience in the finance industry.
Deborah Morris (CRD# 2631438) is an Investment Advisor Representative working at MML Services in Mobile, AL and has over 23 years of experience in the finance industry.
Tamara Morton (CRD# 2182002) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Mobile, AL and has over 19 years of experience in the finance industry.
William Naff (CRD# 2744636) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fairhope, AL and has over 27 years of experience in the finance industry.
Eric Nager (CRD# 4780140) is an Investment Advisor Representative working at Southern Capital Services Inc. in Daphne, AL and has over 11 years of experience in the finance industry.
Terry Nager (CRD# 344567) is an Investment Advisor Representative working at Southern Capital Services Inc. in Daphne, AL and has over 33 years of experience in the finance industry. Terry Nager 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.
Wendy Nelson Bailey (CRD# 1985291) is an Investment Advisor Representative working at Southern Capital Services Inc. in Daphne, AL and has over 32 years of experience in the finance industry. Wendy Nelson Bailey 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.
Calvin Nettles (CRD# 2810363) is an Investment Advisor Representative working at L&l Financial Services, LLP in Mobile, AL and has over 27 years of experience in the finance industry.