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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
Kelly Castle (CRD# 1902099) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winter Haven, FL and has over 26 years of experience in the finance industry.
Curtis Catlin (CRD# 1848527) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Poinciana, FL and has over 27 years of experience in the finance industry. Curtis Catlin 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 Chaffin (CRD# 5728582) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lakeland, FL and has over 14 years of experience in the finance industry. Christopher Chaffin 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.
James Chaffin (CRD# 1539487) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lakeland, FL and has over 27 years of experience in the finance industry.
Peter Chamberlain (CRD# 821379) is an Investment Advisor Representative working at Brc Management LLC in Windermere, FL and has over 38 years of experience in the finance industry.
Todd Chamelin (CRD# 4123629) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Orlando, FL and has over 16 years of experience in the finance industry.
Michelle Chance (CRD# 6447937) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orlando, FL and has over 6 years of experience in the finance industry.
Caleb Chapman (CRD# 5988757) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Orlando, FL and has over 12 years of experience in the finance industry.
Robert Chase (CRD# 2827447) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lakeland, FL and has over 23 years of experience in the finance industry.
Robert Cheatham (CRD# 2628439) is an Investment Advisor Representative working at Avantax Advisory Services in Lakeland, FL and has over 25 years of experience in the finance industry.