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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
Jeffrey Hogue (CRD# 3227605) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Gainesville, FL and has over 24 years of experience in the finance industry. Jeffrey Hogue 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.
Zarko Ivanov (CRD# 4532151) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Gainesville, FL and has over 9 years of experience in the finance industry.
Deborah James (CRD# 1620188) is an Investment Advisor Representative working at Lincoln Investment in Gainesville, FL and has over 2 years of experience in the finance industry. Deborah James 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.
Adam Jones (CRD# 6209578) is an Investment Advisor Representative working at Certified Advisory Corp in Gainesville, FL and has over 7 years of experience in the finance industry.
Kirk Kinsman (CRD# 1654049) is an Investment Advisor Representative working at Mml Investors Services, LLC in Gainesville, FL and has over 20 years of experience in the finance industry.
Kirk Klein (CRD# 2260326) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 31 years of experience in the finance industry. Kirk Klein 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.
Edward Lacombe (CRD# 3005541) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gainesville, FL and has over 26 years of experience in the finance industry.
Kathryn Lancaster (CRD# 5964235) is an Investment Advisor Representative working at Edward Jones in Chiefland, FL and has over 12 years of experience in the finance industry.
Sophie Lancaster (CRD# 4977599) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gainesville, FL and has over 17 years of experience in the finance industry.
Toika Lankenau (CRD# 2069944) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gainesville, FL and has over 26 years of experience in the finance industry.