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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
Bennett Berman (CRD# 19627) is an Investment Advisor Representative working at The Pinnacle Financial Group in The Villages, FL and has over 41 years of experience in the finance industry.
Adam Bernard (CRD# 6674471) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Winter Garden, FL and has over 7 years of experience in the finance industry. Adam Bernard 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.
Cody Bertoglio (CRD# 6100371) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocoee, FL and has over 10 years of experience in the finance industry.
James Bertrand (CRD# 4195721) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clermont, FL and has over 15 years of experience in the finance industry.
James Bessoni (CRD# 4459914) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in The Villages, FL and has over 10 years of experience in the finance industry.
Gary Beveridge (CRD# 1165486) is an Investment Advisor Representative working at Vicus Capital, Inc. in The Villages, FL and has over 6 years of experience in the finance industry.
Cortes Bicking (CRD# 2751605) is an Investment Advisor Representative working at Lpl Financial LLC in Ocala, FL and has over 27 years of experience in the finance industry.
Meghan Black (CRD# 6655670) is an Investment Advisor Representative working at Edward Jones in The Villages, FL and has over 7 years of experience in the finance industry.
Elizabeth Blackburn (CRD# 6744476) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Ocala, FL and has over 5 years of experience in the finance industry.
David Blackston (CRD# 5458383) is an Investment Advisor Representative working at Blackston Financial Advisory Group, LLC in The Villages, FL and has over 15 years of experience in the finance industry.