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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 12 years of experience in the finance industry.
Stanley Griffis (CRD# 7148227) is an Investment Advisor Representative working at Griffis Asset Management Company, LLC in Chiefland, FL and has over 4 years of experience in the finance industry.
Benjamin Smith (CRD# 7410065) is an Investment Advisor Representative working at Smith Asset Management Company, LLC in Chiefland, FL and has over 2 years of experience in the finance industry.
Luke Avizinis (CRD# 6763204) is an Investment Advisor Representative working at Edward Jones in High Springs, FL and has over 6 years of experience in the finance industry.
Charles Baker (CRD# 2741162) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gainesville, FL and has over 27 years of experience in the finance industry.
Robb Baldwin (CRD# 1409477) is an Investment Advisor Representative working at Portfolio Management & Research, Inc. in Gainesville, FL and has over 25 years of experience in the finance industry.
Lia Bertelson (CRD# 6469786) is an Investment Advisor Representative working at Together And/or Together Planning in Gainesville, FL and has over 7 years of experience in the finance industry. Lia Bertelson 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.
Elio Chiarelli (CRD# 5824081) is an Investment Advisor Representative working at Bison Wealth, LLC in Gainesville, FL and has over 12 years of experience in the finance industry.
Stephen Cuneo (CRD# 4370349) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gainesville, FL and has over 22 years of experience in the finance industry.
Katherine Daughtry (CRD# 5087101) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gainesville, FL and has over 18 years of experience in the finance industry.