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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
Joseph Avallone (CRD# 1859953) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 30 years of experience in the finance industry.
Traci Avila (CRD# 2647924) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orlando, FL and has over 27 years of experience in the finance industry.
Teogonio Ayala (CRD# 5660398) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Orlando, FL and has over 13 years of experience in the finance industry.
Leah Backus (CRD# 2639172) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Mary, FL and has over 28 years of experience in the finance industry.
Jonathan Baety (CRD# 2572528) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Orlando, FL and has over 28 years of experience in the finance industry.
Gregory Baird (CRD# 1866168) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orlando, FL and has over 35 years of experience in the finance industry.
Alfred Baker (CRD# 1035089) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Heathrow, FL and has over 40 years of experience in the finance industry. Alfred Baker 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.
Mehdey Baker (CRD# 6508731) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 6 years of experience in the finance industry.
Zachary Ballard (CRD# 6077383) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Orlando, FL and has over 11 years of experience in the finance industry.
Bruce Baltich (CRD# 3028098) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Orlando, FL and has 1 year of experience in the finance industry.