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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
Andrea Arismendi (CRD# 6888724) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Orlando, FL and has over 6 years of experience in the finance industry.
James Ashbridge (CRD# 5493200) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 15 years of experience in the finance industry. James Ashbridge 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.
Paul Ashcraft (CRD# 6416129) is an Investment Advisor Representative working at Ashcraft Wealth Advisors LLC in Auburndale, FL and has over 9 years of experience in the finance industry.
Kayla Atkins (CRD# 5833530) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 12 years of experience in the finance industry.
Titian Austin (CRD# 1019807) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winter Park, FL and has over 40 years of experience in the finance industry.
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.
Joellene Aylor (CRD# 6998333) is an Investment Advisor Representative working at Hightower Advisors, LLC in Orlando, FL and has 1 year of experience in the finance industry. Joellene Aylor 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.
Thomas Baer (CRD# 1663820) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Oakland, FL and has over 36 years of experience in the finance industry.