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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
James McClenny (CRD# 2709930) is an Investment Advisor Representative working at Trek Financial in Tallahassee, FL and has over 28 years of experience in the finance industry.
William McCloud (CRD# 2770466) is an Investment Advisor Representative working at Level Four Advisory Services in Tallahassee, FL and has over 27 years of experience in the finance industry. William McCloud 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.
David McNally (CRD# 839798) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in Tallahassee, FL and has over 40 years of experience in the finance industry. David McNally 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.
Robert McRae (CRD# 5954896) is an Investment Advisor Representative working at Edward Jones in Bainbridge, GA and has over 12 years of experience in the finance industry.
Trent Meewes (CRD# 2459750) is an Investment Advisor Representative working at Tallahassee Financial Advisors, Inc. in Tallahassee, FL and has over 27 years of experience in the finance industry. Trent Meewes 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.
Frank Mercer (CRD# 2855225) is an Investment Advisor Representative working at Southeast Asset Advisors, LLC in Tallahassee, FL and has over 27 years of experience in the finance industry. Frank Mercer 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.
Gary Merriman (CRD# 2479393) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tallahassee, FL and has over 29 years of experience in the finance industry.
Belinda Mitchell (CRD# 4069408) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tallahassee, FL and has over 23 years of experience in the finance industry.
Stephen Mitchell (CRD# 5443684) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Tallahassee, FL and has over 15 years of experience in the finance industry.
Anthony Moas (CRD# 5963338) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tallahassee, FL and has over 10 years of experience in the finance industry.