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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
Lynn Cosby (CRD# 4317783) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Fort Myers, FL and has over 19 years of experience in the finance industry.
Andrew Court (CRD# 1831823) is an Investment Advisor Representative working at Legacy Wealth Management, Inc. in Cape Coral, FL and has over 35 years of experience in the finance industry. Andrew Court 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.
Lawrence Crouse (CRD# 840901) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Myers, FL and has over 28 years of experience in the finance industry.
Hector Cruz (CRD# 6085276) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Estero, FL and has over 11 years of experience in the finance industry.
Michelle Curtis (CRD# 6027225) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Fort Myers, FL and has over 11 years of experience in the finance industry.
Daniel Dame (CRD# 1206871) is an Investment Advisor Representative working at Pmg Wealth Management in Cape Coral, FL and has over 39 years of experience in the finance industry.
Johnnie Daniels (CRD# 4230149) is an Investment Advisor Representative working at Primerica Advisors in Fort Myers, FL and has over 23 years of experience in the finance industry.
Maria Dartayet (CRD# 2951816) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Myers, FL and has over 26 years of experience in the finance industry.
Melissa Daugherty (CRD# 6019381) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bonita Springs, FL and has over 8 years of experience in the finance industry.
David Davenport (CRD# 2909856) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Myers, FL and has over 25 years of experience in the finance industry.