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Distance Only Estero, FL
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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
Wesley Pruitt (CRD# 7689264) is an Investment Advisor Representative working at Pruitt Richmond Wealth Management LLC in Estero, FL and has 1 year of experience in the finance industry. Wesley Pruitt 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.
Jason Richmond (CRD# 7254011) is an Investment Advisor Representative working at Pruitt Richmond Wealth Management LLC in Estero, FL and has over 3 years of experience in the finance industry.
Ryan Rocuant (CRD# 7358915) is an Investment Advisor Representative working at Mutual Trust Advisory Group in Estero, FL and has over 3 years of experience in the finance industry. Ryan Rocuant 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.
James Watts (CRD# 2535521) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Estero, FL and has over 29 years of experience in the finance industry.