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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
Kathryn Lancaster (CRD# 5964235) is an Investment Advisor Representative working at Edward Jones in Chiefland, FL and has over 6 years of experience in the finance industry.
Joseph Belgrade (CRD# 1446697) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Gainesville, FL and has over 20 years of experience in the finance industry.
Charles Cockrell (CRD# 1412771) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Gainesville, FL and has over 32 years of experience in the finance industry. Charles Cockrell 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.
Christopher Conner (CRD# 1412824) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Gainesville, FL and has over 18 years of experience in the finance industry. Christopher Conner 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.
Michael Gracy (CRD# 4374683) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Gainesville, FL and has over 17 years of experience in the finance industry. Michael Gracy 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.
Kirk Klein (CRD# 2260326) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 25 years of experience in the finance industry. Kirk Klein 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 Koss (CRD# 713150) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 19 years of experience in the finance industry.
Harold Leslie (CRD# 2228464) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Gainesville, FL and has over 13 years of experience in the finance industry.
Joseph Lowry (CRD# 729973) is an Investment Advisor Representative working at Commonwealth Financial Network in Newberry, FL and has over 35 years of experience in the finance industry.
William Rossi (CRD# 2909610) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 20 years of experience in the finance industry. William Rossi 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.