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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
Bryan Daly (CRD# 2612992) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 7 years of experience in the finance industry.
Wayne Davies (CRD# 2920850) is an Investment Advisor Representative working at Avantax Advisory Services in The Villages, FL and has over 26 years of experience in the finance industry. Wayne Davies 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.
Matthew Davis (CRD# 6922164) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Inverness, FL and has over 6 years of experience in the finance industry.
Ross Davis (CRD# 6516884) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ocala, FL and has over 8 years of experience in the finance industry. Ross Davis 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.
Amy Delapaz (CRD# 5400602) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Hernando, FL and has over 16 years of experience in the finance industry.
Sherri Desjardins (CRD# 6310011) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Lady Lake, FL and has over 9 years of experience in the finance industry.
David Dicks (CRD# 2387537) is an Investment Advisor Representative working at Ocala Capital, LLC in Ocala, FL and has over 23 years of experience in the finance industry.
Jeremy Difiore (CRD# 6877516) is an Investment Advisor Representative working at Edward Jones in Summerfield, FL and has over 6 years of experience in the finance industry.
Terrence Dorsey (CRD# 4803606) is an Investment Advisor Representative working at Dorsey Capital Management in Summerfield, FL and has 1 year of experience in the finance industry.
Mark Dushane (CRD# 1942537) is an Investment Advisor Representative working at Dushane Management, Inc. in Oxford, FL and has over 35 years of experience in the finance industry.