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Distance Only Tampa, 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
Randy Kurtz (CRD# 4579297) is an Investment Advisor Representative working at Betavisor, LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Betavisor was founded with one simple aim; to reduce risk without harming expected returns. Our clients are focused on "locking in" their retirement pace through diversification and tax management.
A nationally recognized expert on risk who's obsessed with statistics, Randy challenges conventional wisdom around risk, return, diversification, asset allocation and financial planning. He developed the DataDriven Process™ to...
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Ryan Adams (CRD# 6207615) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tampa, FL and has over 9 years of experience in the finance industry.
Howard Adcock (CRD# 2861943) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Tampa, FL and has over 24 years of experience in the finance industry.
Isabella Adlouni (CRD# 6107469) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Tampa, FL and has over 7 years of experience in the finance industry.