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Distance Metro area (25 miles)
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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
Wayne Barber (CRD# 4200910) is an Investment Advisor Representative working at Creative Planning in Mount Dora, FL and has over 19 years of experience in the finance industry.
Erik Barnett (CRD# 5659668) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in The Villages, FL and has over 13 years of experience in the finance industry.
Elayna Barrison (CRD# 6308938) is an Investment Advisor Representative working at City National Rochdale in Lake Mary, FL and has over 7 years of experience in the finance industry.
James Bass (CRD# 2130792) is an Investment Advisor Representative working at Independent Financial Partners in Altamonte Springs, FL and has over 31 years of experience in the finance industry. James Bass 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.
Lisa Batcho (CRD# 4417324) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Mary, FL and has over 22 years of experience in the finance industry.
David Batman (CRD# 1538951) is an Investment Advisor Representative working at Batman Wealth Management, LLC in Lake Mary, FL and has over 30 years of experience in the finance industry.
Fallon Beacham (CRD# 5981667) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 10 years of experience in the finance industry.
Deborah Beck (CRD# 5721186) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lady Lake, FL and has over 14 years of experience in the finance industry.
Christopher Becks (CRD# 2876264) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Debary, FL and has over 26 years of experience in the finance industry.
John Bell (CRD# 5699555) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Maitland, FL and has over 14 years of experience in the finance industry.