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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
Elizabeth Bertelsen (CRD# 2253105) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 30 years of experience in the finance industry.
Troy Betthauser (CRD# 4313458) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 23 years of experience in the finance industry.
Peter Billingham (CRD# 1831074) is an Investment Advisor Representative working at Avantax Advisory Services in Tarpon Springs, FL and has over 18 years of experience in the finance industry.
William Bird (CRD# 4898024) is an Investment Advisor Representative working at Fisher Investments in Tampa, FL and has over 17 years of experience in the finance industry. William Bird 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.
Heidi Bishop (CRD# 4378060) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Tampa, FL and has over 22 years of experience in the finance industry.
Michael Bissonnette (CRD# 2389574) is an Investment Advisor Representative working at Firva Capital Management LLC in Tampa, FL and has over 13 years of experience in the finance industry.
Ricky Black (CRD# 1401203) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 9 years of experience in the finance industry.
Chester Blackmon (CRD# 4508991) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Tampa, FL and has over 6 years of experience in the finance industry.
William Blackston (CRD# 5898822) is an Investment Advisor Representative working at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL and has over 12 years of experience in the finance industry.
Anthony Blair (CRD# 1257306) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 40 years of experience in the finance industry.