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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
Steven Keller (CRD# 1030518) is an Investment Advisor Representative working at Wealth Asset Managers in Fort White, FL and has over 30 years of experience in the finance industry.
Lane Abraben (CRD# 6799435) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Gainesville, FL and has over 6 years of experience in the finance industry.
Daniel Adel (CRD# 1712429) is an Investment Advisor Representative working at Planmember Securities Corporation in Lake City, FL and has over 36 years of experience in the finance industry.
David Adel (CRD# 1836080) is an Investment Advisor Representative working at Planmember Securities Corporation in Lake City, FL and has over 35 years of experience in the finance industry.
Tina Arpaia-Mccann (CRD# 3100041) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Gainesville, FL and has over 21 years of experience in the finance industry.
Luke Avizinis (CRD# 6763204) is an Investment Advisor Representative working at Edward Jones in High Springs, FL and has over 6 years of experience in the finance industry.
Charles Baker (CRD# 2741162) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gainesville, FL and has over 27 years of experience in the finance industry.
Robb Baldwin (CRD# 1409477) is an Investment Advisor Representative working at Portfolio Management & Research, Inc. in Gainesville, FL and has over 25 years of experience in the finance industry.
Ashley Banks (CRD# 2250124) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gainesville, FL and has over 31 years of experience in the finance industry. Ashley Banks 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.
Joseph Belgrade (CRD# 1446697) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Gainesville, FL and has over 26 years of experience in the finance industry.