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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
Thomas Baer (CRD# 1663820) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Oakland, FL and has over 36 years of experience in the finance industry.
Jonathan Baety (CRD# 2572528) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Orlando, FL and has over 28 years of experience in the finance industry.
James Bailey (CRD# 1393256) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in The Villages, FL and has over 18 years of experience in the finance industry.
Alfred Baker (CRD# 1035089) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Heathrow, FL and has over 40 years of experience in the finance industry. Alfred Baker 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.
Mehdey Baker (CRD# 6508731) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 6 years of experience in the finance industry.
Steven Baker (CRD# 1378090) is an Investment Advisor Representative working at G. A. Repple & Company in Casselberry, FL and has over 38 years of experience in the finance industry.
Christopher Ballard (CRD# 1801529) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Clermont, FL and has over 24 years of experience in the finance industry. Christopher Ballard 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.
Paul Balog (CRD# 1006294) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Lady Lake, FL and has over 37 years of experience in the finance industry.
Tim Banks (CRD# 1803633) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winter Park, FL and has over 30 years of experience in the finance industry.
Jeffrey Bannon (CRD# 5641433) is an Investment Advisor Representative working at Lincoln Investment in Orlando, FL and has over 14 years of experience in the finance industry.