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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
Anthony Iannucci (CRD# 2516627) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakeland, FL and has over 24 years of experience in the finance industry.
Eric Jackson (CRD# 6155421) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 7 years of experience in the finance industry.
Chad Jones (CRD# 6129456) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeland, FL and has over 11 years of experience in the finance industry. Chad Jones 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.
Mohammed Karim (CRD# 4419277) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lakeland, FL and has over 22 years of experience in the finance industry.
Robert Karr (CRD# 2162808) is an Investment Advisor Representative working at Primerica Advisors in Lakeland, FL and has over 32 years of experience in the finance industry.
Chris Kline is a Fee Only Investment Advisor Representative with Capstone Wealth Management Corp. in Prairie Du Sac, WI. Chris has over 23 years of experience as a financial advisor. Chris is also a Certified Retirement FInancial Advisor.
Benjamin Knox (CRD# 2083373) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Lakeland, FL and has over 31 years of experience in the finance industry. Benjamin Knox 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.
Leeann Lambert (CRD# 3081580) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lakeland, FL and has over 17 years of experience in the finance industry.
Ryan Lanning (CRD# 5842437) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeland, FL and has over 11 years of experience in the finance industry.
Matthew Lausell (CRD# 5622983) is an Investment Advisor Representative working at Edward Jones in Lakeland, FL and has over 15 years of experience in the finance industry.