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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
Sandy King (CRD# 5992503) is an Investment Advisor Representative working at Alconbury Trust L.l.c in Lake Mary, FL and has over 15 years of experience in the finance industry.
We work with British Nationals now living in the US or Americans who worked in the UK and built up pensions and investments in the UK. We have options for UK Pensions and investments if you are no longer returning to the UK.
Is your pension still in the UK? We provide assistance and advice relating to UK Pensions and investments.
Tiffany King (CRD# 1782929) is an Investment Advisor Representative working at Symphony Financial Team in Lake Mary, FL and has over 34 years of experience in the finance industry.
Bryant Kirk (CRD# 1049653) is an Investment Advisor Representative working at Capacuity LLC in Lake Mary, FL and has over 41 years of experience in the finance industry.
Stephanie Kostakis (CRD# 6091615) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Mary, FL and has over 9 years of experience in the finance industry.
Mark Lamoriello (CRD# 2106993) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has over 33 years of experience in the finance industry.
Mitchell Lamoriello (CRD# 7087119) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has over 5 years of experience in the finance industry.
Julie Leinenbach (CRD# 4912286) 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.
Robert Little (CRD# 4726747) is an Investment Advisor Representative working at Capacuity LLC in Lake Mary, FL and has over 24 years of experience in the finance industry.
David Marshall (CRD# 2891867) is an Investment Advisor Representative working at Capacuity LLC in Lake Mary, FL and has over 25 years of experience in the finance industry.
Scott Martin (CRD# 1282147) is an Investment Advisor Representative working at Independent Financial Partners in Lake Mary, FL and has over 39 years of experience in the finance industry. Scott Martin 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.