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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
Jared Dollar (CRD# 4047186) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Saint Augustine, FL and has over 23 years of experience in the finance industry.
John Downey (CRD# 2482757) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ormond Beach, FL and has over 29 years of experience in the finance industry. John Downey 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.
Kathleen Dulko (CRD# 6623264) is an Investment Advisor Representative working at Ashford Investment Advisors in Daytona Beach, FL and has over 8 years of experience in the finance industry.
Mark Dunn (CRD# 5917615) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Daytona Beach, FL and has over 11 years of experience in the finance industry.
Jason Ebding (CRD# 7036842) is an Investment Advisor Representative working at Lpl Financial LLC in Palm Coast, FL and has over 5 years of experience in the finance industry.
Jane Eddy (CRD# 1617771) is an Investment Advisor Representative working with National Planning Corporation ("npc Of America" In Fl & Ny) in Ormond Beach, FL and has close to 30 years of experience in the finance industry. Jane assists and educates clients on non-traditional wealth strategies for building, accumulating and distributing assets efficiently. With so many unknown variables disrupting asset accumulation and distribution objectives, Jane uses strategies that not only directly reduce risk and taxes but put people, not institutions, in control of their wealth.
Michael Elders (CRD# 2449356) is an Investment Advisor Representative working at Mml Investors Services, LLC in Daytona Beach, FL and has over 18 years of experience in the finance industry.
Brett Ewing (CRD# 2904608) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Palm Coast, FL and has over 20 years of experience in the finance industry.
Susan Finley (CRD# 3258810) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Daytona Beach, FL and has over 24 years of experience in the finance industry.
David Fowler (CRD# 5351001) is an Investment Advisor Representative working at Lpl Financial LLC in Palm Coast, FL and has over 13 years of experience in the finance industry.