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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
Jonathan Abbuehl (CRD# 6312608) is an Investment Advisor Representative working at Advice And Planning Services in Sarasota, FL and has over 8 years of experience in the finance industry.
Judi Aber (CRD# 2700373) 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.
Ryan Adamchak (CRD# 5775908) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has over 8 years of experience in the finance industry.
Steven Albritton (CRD# 4285628) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Bradenton, FL and has over 23 years of experience in the finance industry. Steven Albritton 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.
Guy Allen (CRD# 5121608) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has over 17 years of experience in the finance industry.
Chris Altman (CRD# 2493796) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lakewood Ranch, FL and has over 28 years of experience in the finance industry.
Miguel Alvarez (CRD# 4508624) is an Investment Advisor Representative working at Synovus Securities, Inc. in Port Charlotte, FL and has over 22 years of experience in the finance industry.
Laura Amendola (CRD# 2499428) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Port Charlotte, FL and has over 29 years of experience in the finance industry. Laura Amendola 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.
Andrew Ames (CRD# 3151155) is an Investment Advisor Representative working at Lpl Financial LLC in Arcadia, FL and has over 25 years of experience in the finance industry. Andrew Ames 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.