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Distance Only Sun City Center, 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
Brian Bernhardt (CRD# 2927355) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sun City Center, FL and has over 26 years of experience in the finance industry.
Richard Bulcavage (CRD# 1262807) is an Investment Advisor Representative working at Money Concepts Advisory Service in Sun City Center, FL and has over 39 years of experience in the finance industry. Richard Bulcavage 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.
Charles Conner (CRD# 3241944) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Sun City Center, FL and has over 24 years of experience in the finance industry.
Michele Davis (CRD# 1324569) is an Investment Advisor Representative working at Lpl Financial LLC in Sun City Center, FL and has over 35 years of experience in the finance industry.
John Fletcher (CRD# 3221982) is an Investment Advisor Representative working at Lpl Financial LLC in Sun City Center, FL and has over 23 years of experience in the finance industry.
Robert Hartland (CRD# 2253564) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sun City Center, FL and has over 31 years of experience in the finance industry.
James Kelly (CRD# 2275059) is an Investment Advisor Representative working at Edward Jones in Sun City Center, FL and has over 31 years of experience in the finance industry.
Michael McCormick (CRD# 2877879) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sun City Center, FL and has over 27 years of experience in the finance industry.
Martin Mulligan (CRD# 2491539) is an Investment Advisor Representative working at Payant Wealth Management Group in Sun City Center, FL and has over 29 years of experience in the finance industry. Martin Mulligan 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.
Thomas Payant (CRD# 845353) is an Investment Advisor Representative working at Payant Wealth Management Group in Sun City Center, FL and has over 34 years of experience in the finance industry.