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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
Louis Clark (CRD# 3192722) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Daytona Beach, FL and has over 21 years of experience in the finance industry. Louis Clark 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.
Galin Crist (CRD# 1448546) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Daytona Beach, FL and has over 28 years of experience in the finance industry. Galin Crist 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.
Pedro Dash (CRD# 2875846) is an Investment Advisor Representative working at Primerica Advisors in Daytona Beach, FL and has over 26 years of experience in the finance industry.
Kelly Delisa (CRD# 5486697) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Daytona Beach, FL and has over 12 years of experience in the finance industry.
Joseph Depasqua (CRD# 1202978) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Daytona Beach, FL and has over 40 years of experience in the finance industry.
Joseph Derosa (CRD# 2393546) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Daytona Beach, FL and has over 30 years of experience in the finance industry.
Wayne Dictor (CRD# 1068558) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Daytona Beach, FL and has over 38 years of experience in the finance industry.
Frank Diego (CRD# 1063766) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Daytona Beach, FL and has over 41 years of experience in the finance industry.
Kathleen Dulko (CRD# 6623264) is an Investment Advisor Representative working at Ashford Investment Advisors in Daytona Beach, FL and has over 8 years of experience in the finance industry.
Mark Dunn (CRD# 5917615) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Daytona Beach, FL and has over 11 years of experience in the finance industry.