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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
Steven Keller (CRD# 1030518) is an Investment Advisor Representative working at Wealth Asset Managers in Fort White, FL and has over 30 years of experience in the finance industry.
Derek Loadholtz (CRD# 4500424) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Live Oak, FL and has 1 year of experience in the finance industry.
Regina Onkst (CRD# 1128989) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Alachua, FL and has over 40 years of experience in the finance industry. Regina Onkst 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.
Amanda Payne (CRD# 4310946) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Alachua, FL and has over 14 years of experience in the finance industry.
Stanley Scott (CRD# 2296521) is an Investment Advisor Representative working at Edward Jones in Live Oak, FL and has over 31 years of experience in the finance industry.
Taylor Siemon (CRD# 5426953) is an Investment Advisor Representative working at Primerica Advisors in Mcalpin, FL and has over 11 years of experience in the finance industry.
Matthew Surrency (CRD# 7076801) is an Investment Advisor Representative working at Edward Jones in Alachua, FL and has over 4 years of experience in the finance industry.
Thomas Abercrombie (CRD# 7607730) is an Investment Advisor Representative working at Edward Jones in Live Oak, FL and has 1 year of experience in the finance industry.
William Crossman (CRD# 7518813) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in High Springs, FL and has 1 year of experience in the finance industry.
Joshua Hansen (CRD# 7436268) is an Investment Advisor Representative working at Lpl Financial LLC in Alachua, FL and has 1 year of experience in the finance industry.