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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
Mark Podlin (CRD# 2536875) is an Investment Advisor Representative working at Podlin International Realty, Ltd. in Saint Simons Island, GA and has over 29 years of experience in the finance industry.
Carolyn Pozzi (CRD# 1083038) is an Investment Advisor Representative working at Lpl Financial LLC in Fernandina Beach, FL and has over 24 years of experience in the finance industry. Carolyn Pozzi 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.
James Quigley (CRD# 1992133) is an Investment Advisor Representative working at Cwm, LLC in Fernandina Beach, FL and has over 32 years of experience in the finance industry. James Quigley 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 Rice (CRD# 1684449) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saint Simons Island, GA and has over 36 years of experience in the finance industry.
Deborah Rice (CRD# 5947800) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saint Simons Island, GA and has over 11 years of experience in the finance industry.
Walton Rogers (CRD# 1228957) is an Investment Advisor Representative working at Eagle Strategies LLC in Fernandina Beach, FL and has over 32 years of experience in the finance industry.
Thomas Sams (CRD# 4439252) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Simons Island, GA and has over 22 years of experience in the finance industry.
Clayton Saunders (CRD# 1245402) is an Investment Advisor Representative working at Saunders Investment Management LLC in Saint Simons Island, GA and has over 7 years of experience in the finance industry.
James Sexton (CRD# 6435445) is an Investment Advisor Representative working at Edward Jones in Saint Simons Island, GA and has over 9 years of experience in the finance industry.
Jeffrey Seymour (CRD# 2255321) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Saint Simons Island, GA and has over 25 years of experience in the finance industry.