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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
Robert Carte (CRD# 3217566) is an Investment Advisor Representative working at Avantax Advisory Services in Ocala, FL and has over 24 years of experience in the finance industry.
Brian Casey (CRD# 4138182) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ocala, FL and has over 24 years of experience in the finance industry.
John Ceparano (CRD# 2582424) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Inverness, FL and has over 22 years of experience in the finance industry. John Ceparano 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.
William Chambers (CRD# 719456) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocala, FL and has over 35 years of experience in the finance industry.
Jennifer Chatterton (CRD# 4790319) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Ocala, FL and has over 17 years of experience in the finance industry.
Yolanda Cintron (CRD# 3129173) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ocala, FL and has over 21 years of experience in the finance industry.
Camille Coke (CRD# 6692244) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ocala, FL and has over 7 years of experience in the finance industry.
Joan Coke (CRD# 1504100) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ocala, FL and has over 37 years of experience in the finance industry.
Todd Craig (CRD# 4892746) is an Investment Advisor Representative working at Wells Fargo Advisors in Ocala, FL and has over 18 years of experience in the finance industry.
Steven Cross (CRD# 1131678) is an Investment Advisor Representative working at Lifemark Securities Corp. in Ocala, FL and has over 37 years of experience in the finance industry.