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Distance Only Brooksville, 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
Erick Arnett (CRD# 5007131) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Brooksville, FL and has over 18 years of experience in the finance industry.
Theo Batchelder (CRD# 2190290) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brooksville, FL and has over 27 years of experience in the finance industry.
William Cangeme (CRD# 6003672) is an Investment Advisor Representative working at Lpl Financial LLC in Brooksville, FL and has over 11 years of experience in the finance industry.
Joseph Di Vincenzo (CRD# 5812625) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brooksville, FL and has over 13 years of experience in the finance industry. Joseph Di Vincenzo 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.
Patrick Fitzpatrick (CRD# 5829040) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brooksville, FL and has over 13 years of experience in the finance industry.
David Ghingher (CRD# 3145949) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Brooksville, FL and has over 23 years of experience in the finance industry.
Thomas Green (CRD# 6572345) is an Investment Advisor Representative working at Cgn Advisors, LLC in Brooksville, FL and has over 9 years of experience in the finance industry. Thomas Green 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.
Jacob Lewis (CRD# 5569018) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brooksville, FL and has over 13 years of experience in the finance industry. Jacob Lewis 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.
Deborah Moen (CRD# 4911053) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brooksville, FL and has over 18 years of experience in the finance industry.
Erin Rey (CRD# 2456213) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brooksville, FL and has over 27 years of experience in the finance industry.