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Distance Only Jacksonville Beach, FL
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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
Jayme Wiggins (CRD# 2895904) is an Investment Advisor Representative working at Palm Valley Capital Management in Jacksonville Beach, FL and has 1 year of experience in the finance industry.
Richard Zanghetti (CRD# 1568357) is an Investment Advisor Representative working at Lionsbridge Wealth Management LLC in Jacksonville Beach, FL and has over 27 years of experience in the finance industry.
Joseph Bergman (CRD# 7100682) is an Investment Advisor Representative working at First Command Advisory Services in Jacksonville Beach, FL and has over 4 years of experience in the finance industry.
Matthew Berquist (CRD# 3126351) is an Investment Advisor Representative working at Intrepid Capital Management Inc. in Jacksonville Beach, FL and has over 25 years of experience in the finance industry. Matthew Berquist 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 Falcone (CRD# 7735705) is an Investment Advisor Representative working at Edward Jones in Jacksonville Beach, FL and has 1 year of experience in the finance industry.
Eduardo Ortega (CRD# 7630779) is an Investment Advisor Representative working at First Command Advisory Services in Jacksonville Beach, FL and has 1 year of experience in the finance industry.
Luke Penning (CRD# 7662271) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Jacksonville Beach, FL and has 1 year of experience in the finance industry.
Crisdiandris Rojas (CRD# 7441237) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Jacksonville Beach, FL and has 1 year of experience in the finance industry.
Virginia Schlosser (CRD# 7803882) is an Investment Advisor Representative working at Royal Fund Management, LLC in Jacksonville Beach, FL and has 1 year of experience in the finance industry.
Kaylee Smith (CRD# 7424349) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Jacksonville Beach, FL and has 1 year of experience in the finance industry.