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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
Darin Bostic (CRD# 3021412) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 26 years of experience in the finance industry.
Travis Bowersox (CRD# 6454161) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in The Villages, FL and has over 8 years of experience in the finance industry.
James Boyd (CRD# 6330735) is an Investment Advisor Representative working at Edward Jones in Deland, FL and has over 9 years of experience in the finance industry.
Matthew Boyle (CRD# 6002709) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Westlake, TX and has over 12 years of experience in the finance industry.
Shannon Boyle (CRD# 6375682) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Maitland, FL and has over 8 years of experience in the finance industry. Shannon Boyle 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.
Marisa Bradbury (CRD# 5731110) is an Investment Advisor Representative working at Sigma Investment Counselors in Lake Mary, FL and has 1 year of experience in the finance industry. Marisa Bradbury 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.
Lorie Brady (CRD# 4337279) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Villages, FL and has over 17 years of experience in the finance industry.
Russell Bragg (CRD# 6714252) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Altamonte Springs, FL and has over 7 years of experience in the finance industry.
Adam Breazeale (CRD# 5420490) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 16 years of experience in the finance industry. Adam Breazeale 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.
Shantel Britton (CRD# 6435796) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 7 years of experience in the finance industry.