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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 Coletta (CRD# 1923707) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Rosa Beach, FL and has over 32 years of experience in the finance industry.
Jeffrey Conroy (CRD# 1855202) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa Beach, FL and has over 35 years of experience in the finance industry.
James Craig (CRD# 4757457) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Crestview, FL and has over 20 years of experience in the finance industry.
Kathy Cunningham (CRD# 2383475) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fort Walton Beach, FL and has over 30 years of experience in the finance industry.
Matthew Dahlman (CRD# 5850069) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Destin, FL and has over 13 years of experience in the finance industry.
Donald David (CRD# 2465874) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Destin, FL since 2010 and has over 28 years of experience in the finance industry.
Jason Davis (CRD# 5658595) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Destin, FL and has over 14 years of experience in the finance industry. Jason Davis 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.
Sidney Davis (CRD# 6354408) is an Investment Advisor Representative working at Fortunato Asset Management in Santa Rosa Beach, FL and has over 10 years of experience in the finance industry.
Edward Dennis (CRD# 6493548) is an Investment Advisor Representative working at Park Avenue Securities LLC in Miramar Beach, FL and has over 7 years of experience in the finance industry.
David Densmore (CRD# 5904438) is an Investment Advisor Representative working at Wells Fargo Advisors in Fort Walton Beach, FL and has over 12 years of experience in the finance industry.