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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
Nathan Amann (CRD# 5516499) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Lakeland, FL and has over 7 years of experience in the finance industry.
Matthew Antos (CRD# 2688701) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeland, FL and has over 22 years of experience in the finance industry. Matthew Antos 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.
Christopher Chaffin (CRD# 5728582) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Lakeland, FL and has over 7 years of experience in the finance industry. Christopher Chaffin 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.
Nathan Dunham (CRD# 4727016) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has over 18 years of experience in the finance industry. Nathan Dunham 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.
William Dyer (CRD# 4535041) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Winter Haven, FL and has over 15 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.
Kurt Elmhorst (CRD# 2421373) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Lakeland, FL and has over 24 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.
Don Eves (CRD# 203345) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Lakeland, FL and has over 20 years of experience in the finance industry.
Eric Greenhow (CRD# 4541912) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Winter Haven, FL and has over 14 years of experience in the finance industry. Eric Greenhow 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.
John Hall (CRD# 4975063) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Lakeland, FL and has over 12 years of experience in the finance industry. John Hall 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.
Isaac Hartmann (CRD# 4666387) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Lakeland, FL and has over 13 years of experience in the finance industry. Isaac Hartmann 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.