Distance Metro area (25 miles)
- 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
Eric Brooks (CRD# 6222327) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lutz, FL and has over 7 years of experience in the finance industry.
Frederick Cardinale (CRD# 2566322) is an Investment Advisor Representative working at Avantax Advisory Services in Lutz, FL and has over 26 years of experience in the finance industry. Frederick Cardinale 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.