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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
Darla Greer (CRD# 873136) is an Investment Advisor Representative working at Collaborative Wealth in Gainesville, FL and has over 42 years of experience in the finance industry.
Gregory Grooms (CRD# 2499336) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Gainesville, FL and has over 29 years of experience in the finance industry. Gregory Grooms 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.
Katherine Gross (CRD# 2334019) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Gainesville, FL and has over 30 years of experience in the finance industry.
Kristin Gumbel-Gibson (CRD# 6276448) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Gainesville, FL and has over 9 years of experience in the finance industry.
Alan Hagopian (CRD# 2237098) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Gainesville, FL and has over 31 years of experience in the finance industry.
James Halvosa (CRD# 2603382) is an Investment Advisor Representative working at Portfolio Management & Research, Inc. in Gainesville, FL and has over 29 years of experience in the finance industry.
Fredrick Hansen (CRD# 4223004) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Gainesville, FL and has over 23 years of experience in the finance industry.
David Hanson (CRD# 4229634) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Gainesville, FL and has over 23 years of experience in the finance industry.
Victoria Harrison (CRD# 7021005) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Gainesville, FL and has over 5 years of experience in the finance industry.
Donald Hartman (CRD# 4232505) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Gainesville, FL and has over 2 years of experience in the finance industry.