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Financial Consultants in Alabama

Financial Consultants in Auburn, AL

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Here is a complete list of most local Financial Consultants in Auburn, AL.

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31 results found

Diana Simpson Auburn, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Educator • Education Professional • Instructor • Sports Trainer • Sports Trainers • Doctor of Philosophy • Advocate • Jurist • Legal Counsel • Agent • Sales Representative • Chief Executive Officer • Partner • Corporate Executive • Chief Executive • Trust Law Attorney • Lawyers • Financial Manager • Spokesperson • Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Regional Extension Agent at Alabama Cooperative Extension System- Auburn University
Title:
Educator, Personal Financial Management, Financial Coach; PhD Candidate, Financial Literacy Advocate
Location:
Auburn, Alabama
Industry:
Higher Education
Work history:
Alabama Cooperative Extension System- Auburn University Regional Extension Agentsince Jan 2011Fee-Only Planning Professionals, LLC - Birmingham, Alabama AreaManaging Director, Senior Financial Advisor and PartnerAug 1999 - Feb 2011
Skills:
Financial Education, Financial Coaching, Divorce Planning, Benefits Negotiation, Financial...
Full Profile

Addison Riemann Auburn, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Undertakers • Analysts • Chief Executive

Experience & Education

Position:
Associate Financial Advisor at Hancock Investment Services, Inc
Title:
Associate Financial Advisor at Hancock Investment Services
Location:
Auburn, Alabama Area
Industry:
Financial Services
Work history:
Hancock Investment Services, Inc Associate Financial Advisorsince Sep 2011New York Life Insurance Company Financial ServicesMar 2011 - Sep 2011
Full Profile

Katherine Lauer Auburn, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Bachelor of Science • Business Administrator • Analysts • Operations Manager

Experience & Education

Work

Company:
Total system services, inc
Senior financial analyst
Company:
Battaglia law office, llc - Montgomery, AL
Financial consultant
Full Profile

James Fogal Auburn, AL

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Paramedic • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Underwriter • Advisor • Financial Manager • Health Professional • Health Practitioner • Team Member

Experience & Education

Position:
Paramedic at East Alabama Medical Center, Financial Planner at Fogal Financial Group
Title:
Financial Planner at Fogal Financial Group
Location:
Auburn, Alabama Area
Industry:
Financial Services
Work history:
East Alabama Medical Center Paramedicsince 2008Fogal Financial Group Financial Plannersince Oct 2005
Full Profile

Anthony Brown Auburn, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Manager • Project Managers

Experience & Education

Position:
Senior Financial Advisor and Principal at Ronald Blue & Co., LLC
Title:
Financial Advisor at Ronald Blue & Co., LLC
Location:
Auburn, Alabama Area
Industry:
Financial Services
Work history:
Ronald Blue & Co., LLC Senior Financial Advisor and Principalsince May 1999Bergen Brunswig Project Manager1996 - 1999
Skills:
Estate Planning, Retirement Planning, Retirement, Wealth Management, Strategic Financial Planning,...
Full Profile

Jericho Wilson Auburn, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at Investment Professionals, Inc.
Location:
Auburn, Alabama Area
Industry:
Financial Services
Work history:
Investment Professionals, Inc. Financial Consultantsince May 2008AuburnBank Gopher2005 - 2008
Full Profile

Racquel Fuller Auburn, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Tutor • Cashier • Analyst • Analysts

Experience & Education

Work

Company:
Wrights mill elementary school
Teacher assistance/ tutor
Company:
Goody's family clothing - Sylacauga, AL
Cashier

Skills

cash handling
Full Profile

Jay Greene Auburn, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Edward Jones Investments
Location:
Auburn, Alabama Area
Industry:
Financial Services
Work history:
Edward Jones - Auburn, Alabama AreaFinancial Advisorsince Jul 2011
Full Profile

Earl Sellers Auburn, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Auburn, Alabama Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince 2007
Full Profile

Grant Haygood Auburn, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Auburn, Alabama Area
Industry:
Financial Services
Full Profile

Bert Harris Auburn, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at IPI
Location:
Auburn, Alabama Area
Industry:
Financial Services
Work history:
IPI Financial Consultant
Full Profile

Amy Massey Auburn, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist

Experience & Education

Work

Company:
Virginia allen, proequities, inc - Montgomery, AL
Financial advisor
Company:
Aflac - Montgomery, AL
Insurance agent
Full Profile

Bill Loosier Auburn, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Auburn, Alabama Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisor
Full Profile

Lon Simpson Auburn, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Raymond James
Location:
Auburn, Alabama Area
Industry:
Financial Services
Work history:
Raymond James Financial Advisor
Full Profile

Jerry Mccreary Auburn, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Auburn, Alabama Area
Industry:
Financial Services
Full Profile

Curt Fessler Auburn, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor at Merrill Lynch
Location:
Auburn, Alabama Area
Industry:
Financial Services
Full Profile

William Loosier Auburn, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Auburn, Alabama Area
Industry:
Financial Services
Full Profile

Joey Donaldson Auburn, AL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor/Planner at Edward Jones
Location:
Auburn, Alabama Area
Industry:
Financial Services
Full Profile

Bradley Jones Auburn, AL

Professions & Specialties

Chief Executive Officer • Fleet Manager • Operations Manager • Director of Operations • Corporate Executive • Chief Executive • Transportation Manager • Logistics Manager • Customer Service • Client Service Officer • Hair Stylist • Hairdresser • Delivery Sales Worker • Deliverer • Applications Developer • Software Engineer • Software Developers • Head Chef • Chef • Food Preparer • Food Preparation Worker • Logistician

Experience & Education

Position:
General Manager at Zoes Kitchen
Location:
Auburn, Alabama
Industry:
Restaurants
Work history:
Zoes Kitchen - Auburn, ALGeneral Managersince Feb 2012Dreamcakes Bakery Fleet ManagerJun 2011 - Feb 2012
Skills:
Fleet Management, Restaurant Management, Restaurant Marketing, Banking, Retirement Planning,...
Financial Advisor at Ameriprise Financial Services
Full Profile

Britt Clark Auburn, AL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Senior Manager • Chairperson • Board Member • Chief Executive • Operations Manager • Management Team Executive • Revenue Assurance Analyst • Fraud Specialist • Financial Compliance Examiner • Auditor • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President - Expense Management at Aflac
Location:
Auburn, Alabama Area
Industry:
Accounting
Work history:
Aflac - Columbus, Georgia AreaVice President - Expense Managementsince Aug 2012Knology Senior Manager of Internal Audit and Revenue AssuranceJul 2009 - Aug 2012
Skills:
Billing, Budgeting, Process Improvement, Telecommunications, Compliance, Team Building, Financial...
Financial Advisor at Smith Barney/Morgan Stanley
Full Profile

Frank Oprandy Auburn, AL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Financial Director • Operations Manager • Financial Officer • Financial Manager • Chief Executive • Human Resources Specialist • Recruitment • Master of Business Administration • Bachelor of Science • Hospital Care Professional • Health Professional • Health Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director, Graduate Career Services at Raymond J. Harbert College of Business at Auburn University
Title:
Director, Graduate Career Services at Auburn University
Location:
Auburn, Alabama Area
Industry:
Higher Education
Work history:
Raymond J. Harbert College of Business at Auburn University Director, Graduate Career Servicessince Mar 2010Lanier Health Services Chief Financial OfficerMar 2008 - Feb 2010
Financial Advisor at American Express Financial Ad..
Full Profile

James Fogal Auburn, AL

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Director • Development Director • Operations Manager • HR Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Underwriter • Advisor • Philanthrope • Team Member • Non-Profit • Paramedic • Master of Education

Experience & Education

Position:
Director of Estate and Gift Planning at Columbus State University
Location:
Auburn, Alabama Area
Industry:
Financial Services
Work history:
Columbus State University - Columbus, GADirector of Estate and Gift Planningsince Feb 2012Ludwig von Mises Institute - Auburn, ALDirector of DevelopmentJul 2004 - Sep 2011
Certifications:
Certified Financial Planner, CFP Board of Standards
Chartered Financial Consultant, American College
Full Profile

Curtis Fessler Auburn, AL

Professions & Specialties

Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
BOD at Make-A-Wish Foundation, Estate and Wealth Transfer Consultant at The Hartford
Title:
Estate and Wealth Transfer Consultant at Prudential
Location:
Auburn, Alabama
Industry:
Financial Services
Work history:
Make-A-Wish Foundation BODThe Hartford Estate and Wealth Transfer Consultantsince 2011
Skills:
Estate Planning, Multi-generational wealth transfer, Series, Series 6, Series 65, Series 7,...
Financial Advisor at Merrill Lynch
Full Profile

Sylvia Horack Auburn, AL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Support Specialist • Client Service Officer • Supporting Member • Team Member • Customer Service • Sales Representative • Business Administrator • Development Director • HR Manager • Operations Manager • Stage Assistant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Wells fargo advisors - San Francisco, CA
Regional support specialist
Company:
Wells fargo advisors - San Francisco, CA
Registered client associate
Full Profile

Philip Burroughs Auburn, AL

Professions & Specialties

Financial Services Sales Agent • Director • Manager • Operations Manager • Marketing Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Work

Company:
Sanlorenzo americas
Director
Company:
Field marketing manager

Skills

Insurance License State of Florida, Real Estate License State of Florida, Yacht Brokers License,...
Full Profile

Stephen Strouse Auburn, AL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Representative • Client Service Officer • Customer Service • Sales Person • Sales Representative • Operations Manager • Director of Operations

Experience & Education

Title:
Account Representative at SMART Technologies
Location:
Auburn, Alabama Area
Industry:
Computer Hardware
Financial Advisor at Edward Jones
Full Profile

Trina Holst Auburn, AL

Professions & Specialties

Financial Services Sales Agent • Caregiver • Certified Nurse Aide • Nursing Assistant • Nurse • Nurse Practitioner

Experience & Education

Work

Company:
Rebbeca spencer
Caregiver
Company:
The village at legacy pointe - Waukee, IA
Certified nursing assistant
Full Profile

Randal Newton Auburn, AL

Professions & Specialties

Manager • Chief Executive Officer • Operations Manager • Marketing Manager • Corporate Executive • Chief Executive • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Work

Company:
Woodforest national bank
Branch manager
Company:
Titlemax - Opelika, AL
General manager

Skills

Lead auditor in manufacturing environment
Full Profile

Randal Newton Auburn, AL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Chief Executive Officer • Marketing Manager • Corporate Executive • Chief Executive • Operations Manager • Production Director • Production Manager • Bachelor of Science • Managers

Experience & Education

Work

Company:
Woodforest national bank
Branch manager
Company:
Tmx finance - Opelika, AL
General manager

Skills

Internal quality auditor manufacturing
Full Profile

Chuck Lanford Atlanta, GA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ at Raymond James Financial Services, Training Support Officer at US...
Title:
CERTIFIED FINANCIAL PLANNER™, Raymond James Financial Services
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Raymond James Financial Services CERTIFIED FINANCIAL PLANNER™since 1997US Army Reserve - Fort Bragg, NCTraining Support Officersince 2001
Skills:
Retirement, Strategic Planning, Strategic Financial Planning, Financial Advisory, Investment...
..be made to persons in states where the financial advisor is not registered
Full Profile

Lowell Samples Albany, GA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Assistant Manager • Managers • Business Administrator • Operations Manager

Experience & Education

Work

Company:
Wynfield plantation
Assistant manager
Company:
Ab&t national - Albany, GA
Full Profile

Financial Consultants near Auburn, AL0265278104130MontgomeryColumbusPhenix CityLagrangeWetumpkaFortsonAlexander CityWarm SpringsSmithsValley


Financial Consultants around Auburn, AL

Columbus  (86)
Eufaula  (2)
Fortson  (4)
Lagrange  (6)
Midland  (1)
Montgomery  (128)
Opelika  (1)
Phenix City  (8)
Seale  (1)
Smiths  (2)
Valley  (2)
Warm Springs  (2)
Waverly Hall  (1)
West Point  (1)
Wetumpka  (4)

Financial Consultants in Alabama

Sub-specializations

Financial Associate  (4)
Financial Consultant  (31)