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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
Jonathan Harper (CRD# 4724981) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Villages, FL and has over 16 years of experience in the finance industry.
Catherine Harris (CRD# 4692680) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Villages, FL and has over 20 years of experience in the finance industry.
Morgan Hatfield (CRD# 5557384) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 13 years of experience in the finance industry.
Keith Hawk (CRD# 3069413) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 25 years of experience in the finance industry.
Aaron Hawks (CRD# 6562436) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 8 years of experience in the finance industry.
Scott Heather (CRD# 5996909) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has over 11 years of experience in the finance industry.
J Heaton (CRD# 4888864) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in The Villages, FL and has over 11 years of experience in the finance industry.
Brian Hentz (CRD# 3054191) is an Investment Advisor Representative working at Lpl Financial LLC in Lady Lake, FL and has over 25 years of experience in the finance industry. Brian Hentz 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.
Ronelle Henwood (CRD# 2290581) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Spring Hill, FL and has over 27 years of experience in the finance industry.
Walter Herbert (CRD# 5042887) is an Investment Advisor Representative working at Equitable Advisors, LLC in Tavares, FL and has over 18 years of experience in the finance industry.