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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
Allan Harkness (CRD# 4548900) is an Investment Advisor Representative working at Peak Wealth Group LLC in Saint Augustine, FL and has over 21 years of experience in the finance industry.
Karrie Harman (CRD# 4452070) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ormond Beach, FL and has over 20 years of experience in the finance industry.
I'm a Financial Advisor and Accredited Investment Fiduciary specializing in retirement planning and wealth management strategies. I assist clients with developing a comprehensive financial plan and implementing customized strategies to put them on track for a successful retirement and keep them on track.
David Harris (CRD# 2944999) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Daytona Beach, FL and has over 21 years of experience in the finance industry.
Amanda Hayes (CRD# 5369185) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Daytona Beach, FL and has over 12 years of experience in the finance industry.
Susan Helwig (CRD# 4352226) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Palatka, FL and has 1 year of experience in the finance industry.
Edward Herrera (CRD# 5777853) is an Investment Advisor Representative working at Lpl Financial LLC in Palm Coast, FL and has over 5 years of experience in the finance industry.
John Higginbotham (CRD# 3248949) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Palatka, FL and has over 24 years of experience in the finance industry.
Kalon Hoard (CRD# 4182008) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has 1 year of experience in the finance industry. Kalon Hoard 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.
David Holland (CRD# 2612007) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has over 15 years of experience in the finance industry. David Holland 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.