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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
Joseph Di Vincenzo (CRD# 5812625) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brooksville, FL and has over 13 years of experience in the finance industry. Joseph Di Vincenzo 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 Dicks (CRD# 2387537) is an Investment Advisor Representative working at Ocala Capital, LLC in Ocala, FL and has over 23 years of experience in the finance industry.
Jeremy Difiore (CRD# 6877516) is an Investment Advisor Representative working at Edward Jones in Summerfield, FL and has over 6 years of experience in the finance industry.
Terrence Dorsey (CRD# 4803606) is an Investment Advisor Representative working at Dorsey Capital Management in Summerfield, FL and has 1 year of experience in the finance industry.
Mark Dushane (CRD# 1942537) is an Investment Advisor Representative working at Dushane Management, Inc. in Oxford, FL and has over 35 years of experience in the finance industry.
Bradley Easom (CRD# 3077764) is an Investment Advisor Representative working at Planmember Securities Corporation in Dunnellon, FL and has over 16 years of experience in the finance industry.
William Eberhardt (CRD# 6093863) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Villages, FL and has over 10 years of experience in the finance industry.
Ryan Egbert (CRD# 4004440) is an Investment Advisor Representative working at Elevation Haven Financial in Silver Springs, FL and has over 24 years of experience in the finance industry. Ryan Egbert 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 Elstad (CRD# 4319263) is an Investment Advisor Representative working at Lpl Financial LLC in The Villages, FL and has over 9 years of experience in the finance industry.
Yvonne Emeric (CRD# 4437771) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ocala, FL and has over 21 years of experience in the finance industry.