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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
Amanda Hayes (CRD# 5369185) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Daytona Beach, FL and has over 12 years of experience in the finance industry.
Edward Herrera (CRD# 5777853) 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.
Kalon Hoard (CRD# 4182008) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has 1 year of experience in the finance industry. Kalon Hoard 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.
David Holland (CRD# 2612007) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has over 15 years of experience in the finance industry. David Holland 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 Holzem (CRD# 6010075) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Augustine, FL and has over 11 years of experience in the finance industry.
Charles Isasi (CRD# 2565057) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Port Orange, FL and has over 29 years of experience in the finance industry.
John Jansen (CRD# 2290021) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Palm Coast, FL and has over 31 years of experience in the finance industry.
Orlando Johnson (CRD# 6010077) is an Investment Advisor Representative working at Johnson Wealth Management, LLC in Palm Coast, FL and has over 12 years of experience in the finance industry.
Thomas Johnson (CRD# 2587049) is an Investment Advisor Representative working at Edward Jones in Palm Coast, FL and has over 23 years of experience in the finance industry.
Carleton Jones (CRD# 1344102) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Daytona Beach, FL and has over 39 years of experience in the finance industry.