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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
Jeffrey Askins (CRD# 1378301) is an Investment Advisor Representative working at Synovus Securities, Inc. in Port Charlotte, FL and has over 19 years of experience in the finance industry. Jeffrey Askins 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 Babcock (CRD# 4344922) is an Investment Advisor Representative working at Horizon Wealth Advisors in Lakewood Ranch, FL and has over 12 years of experience in the finance industry.
Julie Bartley (CRD# 3245338) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lakewood Ranch, FL and has over 24 years of experience in the finance industry.
Byron Beaber (CRD# 5546043) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in North Port, FL and has over 15 years of experience in the finance industry.
John Beane (CRD# 708562) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Punta Gorda, FL and has over 44 years of experience in the finance industry. John Beane 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.
Anthony Benante (CRD# 2187861) is an Investment Advisor Representative working at Baron Financial Group LLC in Sarasota, FL and has over 21 years of experience in the finance industry.
Thomas Bennett (CRD# 6484830) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Punta Gorda, FL and has over 8 years of experience in the finance industry.
Jessica Bernhardt (CRD# 5782565) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has over 13 years of experience in the finance industry.
Brian Best (CRD# 2561013) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bradenton, FL and has over 19 years of experience in the finance industry.
William Body (CRD# 1547342) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lakewood Ranch, FL and has over 37 years of experience in the finance industry.