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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
Mathew Lepak (CRD# 2606121) is an Investment Advisor Representative working at Flaharty Asset Management, LLC in Punta Gorda, FL and has over 11 years of experience in the finance industry.
James Leute (CRD# 4247257) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Myers, FL and has over 23 years of experience in the finance industry.
James Levell (CRD# 1539991) is an Investment Advisor Representative working at Wells Fargo Advisors in Punta Gorda, FL and has over 30 years of experience in the finance industry.
James Levin (CRD# 6721050) is an Investment Advisor Representative working at Edward Jones in Venice, FL and has over 7 years of experience in the finance industry.
Daniel Lodes (CRD# 4380342) is an Investment Advisor Representative working at Brokers Financial in Punta Gorda, FL and has over 22 years of experience in the finance industry.
Jeffrey Long (CRD# 2423714) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in North Port, FL and has over 30 years of experience in the finance industry.
Michael Long (CRD# 856325) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Venice, FL and has over 43 years of experience in the finance industry.
Michael Long (CRD# 4857925) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Venice, FL and has over 19 years of experience in the finance industry. Michael Long 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.
William Lord (CRD# 5451273) is an Investment Advisor Representative working at Pearson Financial Services in Venice, FL and has 1 year of experience in the finance industry.
Chad Loson (CRD# 5433871) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Fort Myers, FL and has over 15 years of experience in the finance industry.