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Distance Only Clearwater, FL
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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
Herbert Eng (CRD# 1879974) is an Investment Advisor Representative working at Lpl Financial LLC in Clearwater, FL and has over 34 years of experience in the finance industry. Herbert Eng 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.
Estrella Espinoza (CRD# 6988918) is an Investment Advisor Representative working at Edward Jones in Clearwater, FL and has over 5 years of experience in the finance industry.
Harley Evans (CRD# 722995) is an Investment Advisor Representative working at Successful Portfolios LLC in Clearwater, FL and has over 30 years of experience in the finance industry. Harley Evans 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.
Jeffrey Evans (CRD# 4129224) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Clearwater, FL and has over 23 years of experience in the finance industry.
Lawrence Falzone (CRD# 2088195) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clearwater, FL and has over 28 years of experience in the finance industry. Lawrence Falzone 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.
Kerry Farley (CRD# 1560826) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Clearwater, FL and has over 20 years of experience in the finance industry.
Michael Fels (CRD# 3041599) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Clearwater, FL and has over 25 years of experience in the finance industry.
Francisco Fernandez Leon (CRD# 5648271) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Clearwater, FL and has over 11 years of experience in the finance industry.
Vincent Ferrara (CRD# 206520) is an Investment Advisor Representative working at Provise Management Group, LLC in Clearwater, FL and has over 36 years of experience in the finance industry. Vincent Ferrara 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.
Shon Flaharty (CRD# 2666498) is an Investment Advisor Representative working at Lpl Financial LLC in Clearwater, FL and has over 28 years of experience in the finance industry. Shon Flaharty 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.