-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Kathleen Crowley (CRD# 2383477) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Panama City, FL and has over 30 years of experience in the finance industry. Kathleen Crowley 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.
Philip Cunningham (CRD# 6595152) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Panama City Beach, FL and has over 6 years of experience in the finance industry.
Adrienne Davis (CRD# 5998244) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Panama City, FL and has over 12 years of experience in the finance industry.
Phil Donahue (CRD# 1206346) is an Investment Advisor Representative working at Primerica Advisors in Panama City Beach, FL and has over 40 years of experience in the finance industry.
Aaron Farnsley (CRD# 2401429) is an Investment Advisor Representative working at Farnsley Wealth Management, LLC in Port Saint Joe, FL and has over 24 years of experience in the finance industry. Aaron Farnsley 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 Farrell (CRD# 6124036) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Panama City, FL and has over 11 years of experience in the finance industry.
Richard Filippi (CRD# 2285811) is an Investment Advisor Representative working at Edward Jones in Lynn Haven, FL and has over 31 years of experience in the finance industry.
Jeffrey Gater (CRD# 1391181) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Panama City, FL and has over 27 years of experience in the finance industry.
Michael Grant (CRD# 4468407) is an Investment Advisor Representative working at 22 Seven Wealth Management Inc. in Panama City, FL and has over 17 years of experience in the finance industry.
Dan Griggs (CRD# 2705880) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Panama City Beach, FL and has over 28 years of experience in the finance industry.