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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
Patrick Ashe (CRD# 6436659) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ocala, FL and has over 8 years of experience in the finance industry.
Marlon Awuma (CRD# 5926598) is an Investment Advisor Representative working at Lpl Financial LLC in Ocala, FL and has over 12 years of experience in the finance industry. Marlon Awuma 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.
James Bailey (CRD# 1393256) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in The Villages, FL and has over 18 years of experience in the finance industry.
Paul Balog (CRD# 1006294) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Lady Lake, FL and has over 37 years of experience in the finance industry.
Amy Barbieri (CRD# 4830560) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Crystal River, FL and has over 16 years of experience in the finance industry.
Erik Barnett (CRD# 5659668) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in The Villages, FL and has over 13 years of experience in the finance industry.
Edmund Barry (CRD# 3079952) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Crystal River, FL and has over 25 years of experience in the finance industry.
Theo Batchelder (CRD# 2190290) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brooksville, FL and has over 27 years of experience in the finance industry.
Deborah Beck (CRD# 5721186) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lady Lake, FL and has over 14 years of experience in the finance industry.
Travis Bender (CRD# 2917425) is an Investment Advisor Representative working at Blackston Financial Advisory Group, LLC in The Villages, FL and has over 26 years of experience in the finance industry.