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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
Linda Coules (CRD# 4812594) is an Investment Advisor Representative working at Edward Jones in North Port, FL and has over 19 years of experience in the finance industry.
Lynn Crapo (CRD# 2396359) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sarasota, FL and has over 14 years of experience in the finance industry.
Christine Crites (CRD# 4186182) is an Investment Advisor Representative working at Edward Jones in Venice, FL and has over 19 years of experience in the finance industry.
Mariah Cudlipp-Gant (CRD# 6811131) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Nokomis, FL and has over 6 years of experience in the finance industry.
Adam Cummings (CRD# 6136999) is an Investment Advisor Representative working at Edward Jones in Punta Gorda, FL and has over 11 years of experience in the finance industry.
John Cunningham (CRD# 6543551) is an Investment Advisor Representative working at Reality Financial Planning Services, LLC in Sarasota, FL and has over 8 years of experience in the finance industry. John Cunningham 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 Curtis (CRD# 1035990) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Punta Gorda, FL and has over 35 years of experience in the finance industry.
Teresa Dailey (CRD# 4334432) is an Investment Advisor Representative working at Lpl Financial LLC in Venice, FL and has over 7 years of experience in the finance industry.
Edward Dancek (CRD# 1930893) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Punta Gorda, FL and has over 24 years of experience in the finance industry.
Gypsy Daniel (CRD# 4668710) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, FL and has over 11 years of experience in the finance industry.