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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
Donald Dupont (CRD# 5379719) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lithia, FL and has over 16 years of experience in the finance industry. Donald Dupont 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.
Danielle Durham Chan-Pong (CRD# 6384582) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeland, FL and has over 5 years of experience in the finance industry.
Dorene Dyer (CRD# 6439492) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winter Haven, FL and has over 6 years of experience in the finance industry.
William Dyer (CRD# 4535041) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lakeland, FL and has over 21 years of experience in the finance industry. William Dyer 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.
Robert Eckenroth (CRD# 6583589) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 8 years of experience in the finance industry.
Michael Ehlenbeck (CRD# 6550161) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has over 8 years of experience in the finance industry. Michael Ehlenbeck 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.
Kurt Elmhorst (CRD# 2421373) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeland, FL and has over 30 years of experience in the finance industry. Kurt Elmhorst 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.
Scott Erickson (CRD# 1193137) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakeland, FL and has over 40 years of experience in the finance industry.
Don Eves (CRD# 203345) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Lakeland, FL and has over 26 years of experience in the finance industry.
Joshua Fain (CRD# 6682604) is an Investment Advisor Representative working at Amerity Wealth Management, LLC in Lakeland, FL and has over 7 years of experience in the finance industry.