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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
Mark Sullivan (CRD# 1088219) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Gainesville, FL and has over 41 years of experience in the finance industry.
Stephen Summerlin (CRD# 1443406) is an Investment Advisor Representative working at Certified Advisory Corp in Gainesville, FL and has over 22 years of experience in the finance industry. Stephen Summerlin 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.
Steven Summers (CRD# 4602762) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Gainesville, FL and has over 21 years of experience in the finance industry.
Matthew Surrency (CRD# 7076801) is an Investment Advisor Representative working at Edward Jones in Alachua, FL and has over 5 years of experience in the finance industry.
Laura Thompson (CRD# 2666181) is an Investment Advisor Representative working at Gwn Securities Inc. in Lake City, FL and has over 24 years of experience in the finance industry. Laura Thompson 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.
Howard Timberlake (CRD# 2544007) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Gainesville, FL and has over 29 years of experience in the finance industry.
Kenneth Toops (CRD# 5525438) is an Investment Advisor Representative working at Cuso Financial Services in Gainesville, FL and has over 15 years of experience in the finance industry.
Brian Watson (CRD# 3181953) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 24 years of experience in the finance industry. Brian Watson 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.
Ryan Westerburg (CRD# 5874398) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gainesville, FL and has over 13 years of experience in the finance industry.
Jessica Whitton (CRD# 6280785) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gainesville, FL and has over 9 years of experience in the finance industry.