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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
Timothy Daley (CRD# 6057426) is an Investment Advisor Representative working at Lifestyle Freedom Advisory Group, LLC in Bradenton, FL and has over 5 years of experience in the finance industry.
Edward Dancek (CRD# 1930893) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Punta Gorda, FL and has over 24 years of experience in the finance industry.
Angela Davis (CRD# 2061725) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 27 years of experience in the finance industry.
Logan Davis (CRD# 6555537) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 8 years of experience in the finance industry.
William Denton (CRD# 2998458) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has over 19 years of experience in the finance industry.
Diane Desilva (CRD# 1305459) is an Investment Advisor Representative working at The Burney Company in Lakewood Ranch, FL and has over 26 years of experience in the finance industry.
Jonathan Di Rico (CRD# 5085162) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bradenton, FL and has over 16 years of experience in the finance industry.
Mary Disher (CRD# 2600626) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Port Charlotte, FL and has over 26 years of experience in the finance industry. Mary Disher 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.
Paul Duggan (CRD# 1135600) is an Investment Advisor Representative working at Trg Advisors, Inc. in Lakewood Ranch, FL and has over 40 years of experience in the finance industry. Paul Duggan 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.
Robert Duncan (CRD# 2517030) is an Investment Advisor Representative working at Avantax Advisory Services in Port Charlotte, FL and has 1 year of experience in the finance industry.