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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
Amber Bennett (CRD# 5557344) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Saint Augustine, FL and has over 15 years of experience in the finance industry.
John Birney (CRD# 1321204) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Flagler Beach, FL and has over 26 years of experience in the finance industry.
David Boardman (CRD# 5635581) is an Investment Advisor Representative working at Diablo Investment Advisors, LLC in Ponte Vedra, FL and has over 15 years of experience in the finance industry. David Boardman 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.
Tara Bobelak (CRD# 4862721) is an Investment Advisor Representative working at Keyes, Stange & Wooten Wealth Management, LLC in Palm Coast, FL and has over 13 years of experience in the finance industry. Tara Bobelak 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.
Michael Boudreaux (CRD# 5118791) is an Investment Advisor Representative working at Edward Jones in Ponte Vedra, FL and has over 16 years of experience in the finance industry.
Dale Bowers (CRD# 1573569) is an Investment Advisor Representative working at World Wide Fund Management in Saint Augustine, FL and has over 37 years of experience in the finance industry.
Alan Bratic (CRD# 3146805) is an Investment Advisor Representative working at Ifg Advisory, LLC in Saint Augustine, FL and has over 25 years of experience in the finance industry. Alan Bratic 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.
Lewis Burge (CRD# 2942317) is an Investment Advisor Representative working at First Financial Advisors, LLC in Saint Augustine, FL and has over 26 years of experience in the finance industry.
John Burke (CRD# 35780) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Ponte Vedra, FL and has over 36 years of experience in the finance industry.
Adam Callender (CRD# 5851697) is an Investment Advisor Representative working at Lpl Financial LLC in Ponte Vedra, FL and has over 13 years of experience in the finance industry.