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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
William Barnett (CRD# 4956122) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Jacksonville, FL and has over 14 years of experience in the finance industry.
Brenda Barrett (CRD# 4800525) is an Investment Advisor Representative working at Allegiance Financial Advisors, Inc. in Jacksonville, FL and has over 19 years of experience in the finance industry.
Jonathan Barry (CRD# 6425606) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 9 years of experience in the finance industry.
Ronald Barteau (CRD# 6496410) is an Investment Advisor Representative working at Edward Jones in Saint Augustine, FL and has over 8 years of experience in the finance industry.
Nicholas Barulic (CRD# 4529949) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Neptune Beach, FL and has over 21 years of experience in the finance industry. Nicholas Barulic 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.
Kaitlin Basso (CRD# 6195139) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 10 years of experience in the finance industry.
Phillip Batchelder (CRD# 1862856) is an Investment Advisor Representative working at Prudential Financial Planning Services in Jacksonville, FL and has over 23 years of experience in the finance industry.
Cecil Bateman (CRD# 5500619) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Saint Augustine, FL and has over 15 years of experience in the finance industry.
Carole Bauman (CRD# 6098535) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 11 years of experience in the finance industry.
Lori Bayler (CRD# 6431877) is an Investment Advisor Representative working at Sawgrass Asset Management LLC in Ponte Vedra Beach, FL and has over 9 years of experience in the finance industry.