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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
Scott Lee (CRD# 3039113) is an Investment Advisor Representative working at Edward Jones in Inverness, FL and has over 25 years of experience in the finance industry.
John Legner (CRD# 1630807) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Spring Hill, FL and has over 37 years of experience in the finance industry.
Jacob Lewis (CRD# 5569018) 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. Jacob Lewis 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.
Daniel Linehan (CRD# 1172344) is an Investment Advisor Representative working at Park Avenue Securities LLC in Hernando, FL and has over 36 years of experience in the finance industry.
Melisa Lloyd (CRD# 4735279) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Spring Hill, FL and has over 15 years of experience in the finance industry.
Ralph Loffredo (CRD# 1615459) is an Investment Advisor Representative working at Calton & Associates, Inc. in Spring Hill, FL and has over 29 years of experience in the finance industry.
Ryan McClelland (CRD# 3116046) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Spring Hill, FL and has over 17 years of experience in the finance industry. Ryan McClelland 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.
John McCullough (CRD# 5198641) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Weeki Wachee, FL and has over 17 years of experience in the finance industry.
Carol McElroy (CRD# 4368765) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Spring Hill, FL and has over 6 years of experience in the finance industry.
James McLaughlin (CRD# 1015684) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Crystal River, FL and has over 40 years of experience in the finance industry.