Distance Metro area (25 miles)
- 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
Mark Friedman (CRD# 2063019) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Eastpoint, FL and has over 14 years of experience in the finance industry.
Aaron Farnsley (CRD# 2401429) is an Investment Advisor Representative working at Farnsley Wealth Management, LLC in Port Saint Joe, FL and has over 18 years of experience in the finance industry. Aaron Farnsley 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.