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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
James Potter (CRD# 1915691) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Mary, FL and has over 35 years of experience in the finance industry.
Timothy Reik (CRD# 2905026) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Mary, FL and has over 26 years of experience in the finance industry. Timothy Reik 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 Rivas (CRD# 5927148) is an Investment Advisor Representative working at Edward Jones in Lake Mary, FL and has over 12 years of experience in the finance industry.
Jeffrey Roberts (CRD# 6289524) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has over 7 years of experience in the finance industry.
Glenn Rodriguez (CRD# 2878486) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Mary, FL and has over 26 years of experience in the finance industry.
Jonathan Rogers (CRD# 6612118) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Mary, FL and has over 7 years of experience in the finance industry.
Joshua Rose (CRD# 5890372) 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.
Robert Ross (CRD# 2637586) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Mary, FL and has over 28 years of experience in the finance industry.
Regina Rowland (CRD# 4775931) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 19 years of experience in the finance industry.
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.