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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
Peter Chapman (CRD# 4206646) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marathon, FL and has over 23 years of experience in the finance industry.
Sarah Cizmas (CRD# 5575233) is an Investment Advisor Representative working at Edward Jones in Marathon, FL and has over 15 years of experience in the finance industry.
Thomas Cooper (CRD# 2129116) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marathon, FL and has over 33 years of experience in the finance industry. Thomas Cooper 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.
Todd German (CRD# 5942161) is an Investment Advisor Representative working at Lpl Financial LLC in Cudjoe Key, FL and has over 9 years of experience in the finance industry.
Lisa Heerwagen (CRD# 1288948) is an Investment Advisor Representative working at Qp Wealth Management, LLC in Summerland Key, FL and has over 17 years of experience in the finance industry.
William Respess (CRD# 5583759) is an Investment Advisor Representative working at Next Financial Group, Inc. in Summerland Key, FL and has over 15 years of experience in the finance industry.
Karen Vaught (CRD# 6614508) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Key West, FL and has over 7 years of experience in the finance industry.
Darcy Wadsworth (CRD# 4252453) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Summerland Key, FL and has over 23 years of experience in the finance industry. Darcy Wadsworth 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.
Jeffrey Baumgartner (CRD# 7785030) is an Investment Advisor Representative working at Edward Jones in Marathon, FL and has 1 year of experience in the finance industry.
Nicole Irwin (CRD# 6258456) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marathon, FL and has over 2 years of experience in the finance industry.