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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
Brett Chipser (CRD# 4861316) is an Investment Advisor Representative working at Chipser Wealth Management, LLC in Destin, FL and has over 19 years of experience in the finance industry.
Matthew Dahlman (CRD# 5850069) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Destin, FL and has over 13 years of experience in the finance industry.
Donald David (CRD# 2465874) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Destin, FL since 2010 and has over 28 years of experience in the finance industry.
Jason Davis (CRD# 5658595) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Destin, FL and has over 14 years of experience in the finance industry. Jason Davis 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.
Stephanie Duffield (CRD# 5664142) is an Investment Advisor Representative working at Edward Jones in Destin, FL and has over 14 years of experience in the finance industry.
Darlene Duncan (CRD# 728362) is an Investment Advisor Representative working at Wealthtrust Asset Management, LLC in Destin, FL and has over 24 years of experience in the finance industry.
Michael Farne (CRD# 4568127) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Destin, FL and has over 21 years of experience in the finance industry.
Christopher Finkler (CRD# 3259760) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Destin, FL and has over 23 years of experience in the finance industry.
Cory Fosdyck (CRD# 4590235) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Destin, FL and has over 21 years of experience in the finance industry.
Brian Haugen (CRD# 2115475) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Destin, FL and has over 33 years of experience in the finance industry.