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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
Lawrence Rutledge (CRD# 1051284) is an Investment Advisor Representative working at Park Avenue Securities LLC in Lake Mary, FL and has over 25 years of experience in the finance industry. Lawrence Rutledge 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.
Brian Salerno (CRD# 6556591) is an Investment Advisor Representative working at City National Rochdale in Lake Mary, FL and has over 8 years of experience in the finance industry.
Stanley Sargent (CRD# 1235213) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Mary, FL and has over 40 years of experience in the finance industry.
Steven Schreiber (CRD# 5521217) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has 1 year of experience in the finance industry.
Michael Shannon (CRD# 1314743) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 22 years of experience in the finance industry.
Shawn Smith (CRD# 6183746) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 9 years of experience in the finance industry.
Todd Sowpel (CRD# 2878791) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lake Mary, FL and has over 27 years of experience in the finance industry.
Steven Stack (CRD# 4639863) is an Investment Advisor Representative working at Highland Capital Management, LLC in Lake Mary, FL and has over 20 years of experience in the finance industry.
Brenton Thai (CRD# 5824640) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 12 years of experience in the finance industry. Brenton Thai 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.
Carol Thomas (CRD# 2196472) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Mary, FL and has over 31 years of experience in the finance industry.