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Financial Analyst Jobs Foley AL

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John Brown
Brown McLeod, Inc.
(251) 928-9498
508 Fairhope Avenue
Fairhope, AL
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. Craig O. Vinson Sr., CFP®
(251) 948-3948
PO Box 1248
Gulf Shores, AL
Firm
STERNE AGEE FINANCIAL SERVICES, Inc
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided By:
Mr. Wade Baker, CFP®
(251) 968-6732
PO Box 1509
Gulf Shores, AL
Firm
Self Employed

Data Provided By:
Ms. Katherine A. Monroe, CFP®
(251) 990-8855
208 North Greeno Road
Fairhope, AL
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Estate Planning, General Financial Planning, Investment Management

Data Provided By:
Ralph Anderson, CFP®
(251) 990-2943
7530 Parker Rd
Fairhope, AL
Firm
Morgan Stanley
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Scott McLeod
Brown McLeod, Inc.
(251) 928-9498
508 Fairhope Avenue
Fairhope, AL
Expertises
Estate & Generational Planning Issues, Financial Issues Between Generations, High Net Worth Client Needs, Special Needs Planning, Alternative or Private Investments, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®

George H Harris Jr., CFP®
(251) 968-1234
PO Box 3607
Gulf Shores, AL
Firm
G.H. Financial Services, LLC

Data Provided By:
Mr. Ricky L Chastain, CFP®
(251) 929-2827
311 Magnolia Ave
Fairhope, AL
Firm
ProEquities
Areas of Specialization
Retirement Income Management

Data Provided By:
Mr. Francisco D. D'Oliveira, CFP®
(251) 990-2938
7530 Parker Rd
Fairhope, AL
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Asset Allocation, Banking, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning, Debt Management, Divorce Issues
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Mr. Geoffrey F. Kennedy, CFP®
(251) 928-3131
308 Magnolia Ave Ste 200
Fairhope, AL
Firm
Kennedy Wealth Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Investment Management, Retirement Planning, Small Business Planning, Wealth Management

Data Provided By:
Data Provided By:

Financial Analyst

How to become a Financial Analyst

At minimum, a bachelor's degree in some kind of business area is usually required. Many financial analysts also have advanced degrees in business or finance. Beyond university education, there are a variety of professional designations and licenses that various types of analysts can obtain, depending on how the analysts intend to apply their trade. For example, there are very detailed requirements to become an investment consultant, which is an area where financial analysis becomes important. Continuing education is required to maintain these licenses and designations, and due the market always changing and being a dynamic, large place, financial analysts are known to frequently attend seminars and trainings in their field.

What does a Financial Analyst do?

Financial analysts measure the performance and health of companies, which is research often used in the investment industry. In fact, they often work for investment houses and other companies that keep track of companies, risk, and success, like insurance companies, media companies, financial services companies and professional services firms. This data goes into helping investors make sound decisions. The data the analysts study are a number of significant financial numbers and figures, like company revenues, growth/shrink rates, expenses and costs, tax rates, future prospects, merger and acquisition activity, etc. All these in turn feed into an assessment of the company's overall value and the value of an investment in that company.

This information on the value of a company can be utilized in various ways. For example, financial analysis features heavily in the decisions of whether or not to acquire or liquidate companies themselves, if they are owned by another company or firm, which is another environment where financial analysis is important. It is also used by consultants who counsel people and companies on their investments.

Financial analysts tend to focus on a particular segment of the marketplace, not the whole marketplace. This can be done by focusing o a particular industry or geographic region.

The tools financial analysts use today are all software and internet based.

What skills or qualities do I need to become a Financial Analyst?

An investigative curiosity is a good trait to have, as well as skill with math and quantitative analysis. A thorough knowledge and feel for business is also important, as are communication skills, as much of the day to day activity of analysis has to do with report and summary writing. People skills are important if the analyst intends to go into a consultative kind of role. Finally, comfort and skill with technology in general and new technology that is constantly developing is important.

How much do Financial Analysts make?

In 2007, the wage range for financial analysts was from $42,000 - $137,000+. The salary varies depending upon location, experience, and many ...

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