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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
Jared Kirby (CRD# 5990489) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Inverness, FL and has over 11 years of experience in the finance industry.
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.
Kim Pruitt (CRD# 2370497) is an Investment Advisor Representative working at Lpl Financial LLC in Inverness, FL and has over 29 years of experience in the finance industry.
Justin Rooks (CRD# 5760608) is an Investment Advisor Representative working at Edward Jones in Inverness, FL and has over 13 years of experience in the finance industry.
Tony Wahl (CRD# 2516413) is an Investment Advisor Representative working at Lpl Financial LLC in Inverness, FL and has over 29 years of experience in the finance industry.
Timothy Debruyn (CRD# 7096599) is an Investment Advisor Representative working at Edward Jones in Inverness, FL and has over 4 years of experience in the finance industry.
Erin Hendrickson (CRD# 6751130) is an Investment Advisor Representative working at Edward Jones in Inverness, FL and has over 4 years of experience in the finance industry.
Gregory Wheeler (CRD# 7558720) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Inverness, FL and has 1 year of experience in the finance industry. Gregory Wheeler 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.
Mathew Witherow (CRD# 7825627) is an Investment Advisor Representative working at Edward Jones in Inverness, FL and has 1 year of experience in the finance industry.
Denise Adams-Mccauley (CRD# 2882852) is an Investment Advisor Representative working at Pnc Investments in Ocala, FL and has over 26 years of experience in the finance industry.