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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
Scott Geric (CRD# 2222914) is an Investment Advisor Representative working at Lpl Financial LLC in Winter Haven, FL and has over 26 years of experience in the finance industry.
Nathaniel Goldenberg (CRD# 4903121) is an Investment Advisor Representative working at Nextwave Advisors in Lithia, FL and has over 18 years of experience in the finance industry. Nathaniel Goldenberg 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.
Terri Goleno (CRD# 2633208) is an Investment Advisor Representative working at Avantax Advisory Services in Lakeland, FL and has over 23 years of experience in the finance industry.
Peter Golotko (CRD# 3032495) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 26 years of experience in the finance industry.
David Graff (CRD# 6364144) is an Investment Advisor Representative working at Edward Jones in Zephyrhills, FL and has over 9 years of experience in the finance industry.
Eric Greenhow (CRD# 4541912) is an Investment Advisor Representative working at Lpl Financial LLC in Winter Haven, FL and has over 20 years of experience in the finance industry. Eric Greenhow 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.
Richard Gruber (CRD# 6836584) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lakeland, FL and has over 6 years of experience in the finance industry. Richard Gruber 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.
Chase Hall (CRD# 6726564) is an Investment Advisor Representative working at Lpl Financial LLC in Winter Haven, FL and has over 7 years of experience in the finance industry.
John Hall (CRD# 4975063) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lakeland, FL and has over 18 years of experience in the finance industry. John Hall 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.
Robert Hammond (CRD# 6665108) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeland, FL and has over 7 years of experience in the finance industry.