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Distance Only Atlantic Beach, FL
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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
Anne Egan (CRD# 2891801) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlantic Beach, FL and has over 26 years of experience in the finance industry.
Daniel Gilham (CRD# 5350990) is an Investment Advisor Representative working at Farther in Atlantic Beach, FL and has over 15 years of experience in the finance industry. Daniel Gilham 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.
Robert Liggero (CRD# 4623608) is an Investment Advisor Representative working at Financial Prescriptions, LLC in Atlantic Beach, FL and has over 21 years of experience in the finance industry. Robert Liggero 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.
Sherry Saucerman (CRD# 2757823) is an Investment Advisor Representative working at Wells Fargo Advisors in Atlantic Beach, FL and has over 27 years of experience in the finance industry. Sherry Saucerman 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.
Gary Thompson (CRD# 2274314) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Atlantic Beach, FL and has over 23 years of experience in the finance industry.
Kyle Leiser (CRD# 6833765) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Atlantic Beach, FL and has over 2 years of experience in the finance industry.
Geffrey Lewis (CRD# 1060987) is an Investment Advisor Representative working at Horter Investment Management, LLC in Atlantic Beach, FL and has over 3 years of experience in the finance industry.