-
Distance Metro area (25 miles)
-
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
Joshua Potts (CRD# 6881487) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lakewood Ranch, FL and has over 5 years of experience in the finance industry.
George Quarterman (CRD# 3065420) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lakewood Ranch, FL and has 1 year of experience in the finance industry.
Lisa Sheehan (CRD# 4079953) is an Investment Advisor Representative working at Wells Fargo Advisors in Lakewood Ranch, FL and has over 23 years of experience in the finance industry.
Scott Steiner (CRD# 3254419) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lakewood Ranch, FL and has over 3 years of experience in the finance industry.
Emily Totty (CRD# 5174445) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has 1 year of experience in the finance industry.
Aaron Vaughn (CRD# 7773018) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lakewood Ranch, FL and has 1 year of experience in the finance industry.
Jacob Williams (CRD# 7026136) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lakewood Ranch, FL and has over 4 years of experience in the finance industry.
Daniel Dilascia (CRD# 3088769) is an Investment Advisor Representative working at Base Wealth Management in Lakewood Ranch, FL and has over 24 years of experience in the finance industry.
Scott Aabel (CRD# 1493667) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Osprey, FL and has over 35 years of experience in the finance industry.