-
Distance Only Lakeland, FL
-
COMPENSATION Either
-
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
Kelly Demmo (CRD# 5091023) is an Investment Advisor Representative working at Planmember Securities Corporation in Lakeland, FL and has over 16 years of experience in the finance industry.
Thomas Dicesare (CRD# 6912216) is an Investment Advisor Representative working at Waverly Advisors, LLC in Lakeland, FL and has over 6 years of experience in the finance industry.
Andrea Dockery (CRD# 2782705) is an Investment Advisor Representative working at Alpha Advisors, LLC in Lakeland, FL and has over 27 years of experience in the finance industry.
Carl Dockery (CRD# 4397374) is an Investment Advisor Representative working at Alpha Advisors, LLC in Lakeland, FL and has over 22 years of experience in the finance industry.
Nathan Dunham (CRD# 4727016) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has over 24 years of experience in the finance industry. Nathan Dunham 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.
Danielle Durham Chan-Pong (CRD# 6384582) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeland, FL and has over 5 years of experience in the finance industry.
William Dyer (CRD# 4535041) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lakeland, FL and has over 21 years of experience in the finance industry. William Dyer 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 Eckenroth (CRD# 6583589) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 8 years of experience in the finance industry.
Michael Ehlenbeck (CRD# 6550161) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has over 8 years of experience in the finance industry. Michael Ehlenbeck 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.
Kurt Elmhorst (CRD# 2421373) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeland, FL and has over 30 years of experience in the finance industry. Kurt Elmhorst 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.