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Distance Only Lutz, 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
Bradley Patton (CRD# 5998909) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lutz, FL and has over 9 years of experience in the finance industry.
James Pedigo (CRD# 844140) is an Investment Advisor Representative working at Scs Asset Management, Inc. in Lutz, FL and has over 40 years of experience in the finance industry.
Jerry Pemberton (CRD# 5971013) is an Investment Advisor Representative working at Primerica Advisors in Lutz, FL and has over 11 years of experience in the finance industry.
Jeffrey Perry (CRD# 3109224) is an Investment Advisor Representative working at Pfg Private Wealth Management, LLC in Lutz, FL and has over 25 years of experience in the finance industry.
Robert Perry (CRD# 1039834) is an Investment Advisor Representative working at Pfg Private Wealth Management, LLC in Lutz, FL and has over 14 years of experience in the finance industry.
Larry Poole (CRD# 1178991) is an Investment Advisor Representative working at Lincoln Investment in Lutz, FL and has over 40 years of experience in the finance industry.
Ann Regina (CRD# 4236553) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lutz, FL and has over 23 years of experience in the finance industry.
William Robinson (CRD# 1733879) is an Investment Advisor Representative working at Lincoln Investment in Lutz, FL and has over 26 years of experience in the finance industry.
Ceferino Rodriguez (CRD# 2333356) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lutz, FL and has over 27 years of experience in the finance industry.
Jack Sardegna (CRD# 2556779) is an Investment Advisor Representative working at Gwn Securities Inc. in Lutz, FL and has over 26 years of experience in the finance industry. Jack Sardegna 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.