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Distance Only Lakeland, FL
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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
Kevin McWilliams (CRD# 4701518) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lakeland, FL and has over 20 years of experience in the finance industry.
William Mellas (CRD# 4469954) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lakeland, FL and has over 22 years of experience in the finance industry.
Allen Montgomery (CRD# 1101356) is an Investment Advisor Representative working at Capstone Wealth Management Corp. in Lakeland, FL and has over 37 years of experience in the finance industry.
Paul Morgis (CRD# 1086590) is an Investment Advisor Representative working at Vicus Capital, Inc. in Lakeland, FL and has over 34 years of experience in the finance industry. Paul Morgis 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.
James Northrup (CRD# 1803742) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakeland, FL and has over 36 years of experience in the finance industry.
John Osborne (CRD# 5664127) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeland, FL and has over 14 years of experience in the finance industry.
Derek Oxford (CRD# 4841551) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 18 years of experience in the finance industry. Derek Oxford 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 Patterson (CRD# 5737882) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakeland, FL and has over 11 years of experience in the finance industry.
Brian Pearce (CRD# 1334784) is an Investment Advisor Representative working at Amerity Wealth Management, LLC in Lakeland, FL and has over 39 years of experience in the finance industry.
Steven Petersen (CRD# 2273257) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lakeland, FL and has over 31 years of experience in the finance industry.