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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
George Livingston (CRD# 4763249) is an Investment Advisor Representative working at Livingston Financial Planning, Inc. in Santa Rosa Beach, FL and has over 21 years of experience in the finance industry. George Livingston 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.
Thomas Lowrey (CRD# 1321116) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Shalimar, FL and has over 39 years of experience in the finance industry.
William Lukow (CRD# 5227947) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Santa Rosa Beach, FL and has over 17 years of experience in the finance industry.
Charles Majors (CRD# 2685420) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Defuniak Springs, FL and has over 27 years of experience in the finance industry.
Craig Martin (CRD# 6930163) is an Investment Advisor Representative working at First Command Advisory Services in Shalimar, FL and has over 5 years of experience in the finance industry.
Gerald Materne (CRD# 1326880) is an Investment Advisor Representative working at Ideology Wealth Advisors, LLC in Niceville, FL and has 1 year of experience in the finance industry. Gerald Materne 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.
Rachael McBride (CRD# 4301261) is an Investment Advisor Representative working at Wells Fargo Advisors in Fort Walton Beach, FL and has over 22 years of experience in the finance industry.
Andrew McDowell (CRD# 6270814) is an Investment Advisor Representative working at Mariner Wealth in Miramar Beach, FL and has over 10 years of experience in the finance industry. Andrew McDowell 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.
Patrick McDowell (CRD# 5940329) is an Investment Advisor Representative working at Mariner Wealth in Miramar Beach, FL and has over 12 years of experience in the finance industry. Patrick McDowell 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.
Raymond McGovern (CRD# 1158022) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Walton Beach, FL and has over 40 years of experience in the finance industry.