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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
Robert Campbell (CRD# 2987739) is an Investment Advisor Representative working at Campbell & Associates in Haines City, FL and has over 24 years of experience in the finance industry.
Teresa Connell (CRD# 3019271) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Haines City, FL and has 1 year of experience in the finance industry.
Robert Dufresne (CRD# 2876587) is an Investment Advisor Representative working at Planned Financial Security in Haines City, FL and has over 25 years of experience in the finance industry. Robert Dufresne 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.
Charles Secord (CRD# 4010417) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Haines City, FL and has over 15 years of experience in the finance industry.
Karen Tiner (CRD# 2304896) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Haines City, FL and has over 25 years of experience in the finance industry.
Steven Tiner (CRD# 2799296) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Haines City, FL and has 1 year of experience in the finance industry.
Monica Maddox (CRD# 7533555) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Haines City, FL and has 1 year of experience in the finance industry.
Isaac Murillo (CRD# 7679095) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Haines City, FL and has 1 year of experience in the finance industry.
Kevin Adam (CRD# 6504539) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orlando, FL and has over 6 years of experience in the finance industry.
Janet Albritton (CRD# 5383309) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lakeland, FL and has over 16 years of experience in the finance industry.