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Distance Only Lakewood Ranch, 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
Paul Duggan (CRD# 1135600) is an Investment Advisor Representative working at Trg Advisors, Inc. in Lakewood Ranch, FL and has over 40 years of experience in the finance industry. Paul Duggan 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.
Graham Edwards (CRD# 4786841) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lakewood Ranch, FL and has over 15 years of experience in the finance industry.
Michael Esposito (CRD# 3262786) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has over 24 years of experience in the finance industry.
Lynn Evans (CRD# 6838209) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lakewood Ranch, FL and has over 6 years of experience in the finance industry.
Michael Ferro (CRD# 2747857) is an Investment Advisor Representative working at Horizon Wealth Advisors in Lakewood Ranch, FL and has over 27 years of experience in the finance industry.
Jay Franklin (CRD# 5899203) is an Investment Advisor Representative working at Clarity Capital Advisors, LLC in Lakewood Ranch, FL and has 1 year of experience in the finance industry. Jay Franklin 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.
Cheri Franklin, President of Clarity Capital Advisors, is a credentialed, fiduciary wealth advisor and a CERTIFIED FINANCIAL PLANNER® (CFP) professional with over 25 years of financial experience. She founded Clarity to address the concerns of investors who view financial advisors as merely salespeople peddling commission-based investment products and/or charging high fees (e.g. 1% of the assets they manage) to line their own pockets instead of working in their clients' best interest. In most cases, investors are correct and they need to be mindful when seeking a new advisor.
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John Franz (CRD# 5863659) is a Wealth Management Advisor working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sarasota, FL and has over 7 years of experience in the finance industry.
Jeffrey Gartman (CRD# 720696) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lakewood Ranch, FL and has over 41 years of experience in the finance industry.
Yann Gehan (CRD# 6238039) is an Investment Advisor Representative working at Edward Jones in Lakewood Ranch, FL and has over 10 years of experience in the finance industry.