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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
Nicholas Greer (CRD# 2781961) is an Investment Advisor Representative working at Lincoln Investment in Bunnell, FL and has over 18 years of experience in the finance industry.
William Grigat (CRD# 230171) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ormond Beach, FL and has over 37 years of experience in the finance industry. William Grigat 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.
Milla Gudukas (CRD# 6136129) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Daytona Beach, FL and has over 7 years of experience in the finance industry.
Lucas Haber (CRD# 4264938) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Daytona Beach, FL and has over 23 years of experience in the finance industry.
Jaclyn Hall (CRD# 5333624) is an Investment Advisor Representative working at Primerica Advisors in Ormond Beach, FL and has over 9 years of experience in the finance industry.
Nathan Handlin (CRD# 5770263) is an Investment Advisor Representative working at Lpl Financial LLC in Port Orange, FL and has over 13 years of experience in the finance industry.
Allan Harkness (CRD# 4548900) is an Investment Advisor Representative working at Peak Wealth Group LLC in Saint Augustine, FL and has over 21 years of experience in the finance industry.
Karrie Harman (CRD# 4452070) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ormond Beach, FL and has over 20 years of experience in the finance industry.
I'm a Financial Advisor and Accredited Investment Fiduciary specializing in retirement planning and wealth management strategies. I assist clients with developing a comprehensive financial plan and implementing customized strategies to put them on track for a successful retirement and keep them on track.
David Harris (CRD# 2944999) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Daytona Beach, FL and has over 21 years of experience in the finance industry.