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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
David Morgan (CRD# 1162104) is an Investment Advisor Representative working at Reap In Wealth Management, LLC in Palm Coast, FL and has over 16 years of experience in the finance industry.
Jason Morgan (CRD# 6466258) is an Investment Advisor Representative working at Edward Jones in Ormond Beach, FL and has over 8 years of experience in the finance industry.
Clifton Morris (CRD# 340395) is an Investment Advisor Representative working at 1st Nat'l Financial Planning Corp. in Ormond Beach, FL and has over 38 years of experience in the finance industry.
Scott Morris (CRD# 1670197) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ormond Beach, FL and has over 31 years of experience in the finance industry.
Jerri Murray (CRD# 2548512) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Daytona Beach, FL and has over 24 years of experience in the finance industry.
William Mutchie (CRD# 2307346) is an Investment Advisor Representative working at Edward Jones in Palatka, FL and has over 31 years of experience in the finance industry. William Mutchie 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.
James Neshewat (CRD# 5810961) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Palatka, FL and has over 12 years of experience in the finance industry.
Erick Palacios (CRD# 4557570) is an Investment Advisor Representative working at Plan To Prosper Wealth Management in Ormond Beach, FL and has over 9 years of experience in the finance industry.
Richard Pankratz (CRD# 2613427) is an Investment Advisor Representative working at Broadstreet Financial Advisers LLC in Ormond Beach, FL and has over 28 years of experience in the finance industry. Richard Pankratz 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.
John Parkes (CRD# 1013699) is an Investment Advisor Representative working at Lincoln Investment in Palm Coast, FL and has over 28 years of experience in the finance industry.