-
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
William Cummins (CRD# 4129387) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Inverness, FL and has over 24 years of experience in the finance industry.
Wendy Cundari (CRD# 2118351) is an Investment Advisor Representative working at Lpl Financial LLC in Inverness, FL and has over 32 years of experience in the finance industry.
Brenda D'arville (CRD# 2953562) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dunnellon, FL and has over 26 years of experience in the finance industry.
Matthew Davis (CRD# 6922164) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Inverness, FL and has over 6 years of experience in the finance industry.
Ross Davis (CRD# 6516884) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ocala, FL and has over 8 years of experience in the finance industry. Ross Davis 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.
Amy Delapaz (CRD# 5400602) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Hernando, FL and has over 16 years of experience in the finance industry.
Bradley Easom (CRD# 3077764) is an Investment Advisor Representative working at Planmember Securities Corporation in Dunnellon, FL and has over 16 years of experience in the finance industry.
Yvonne Emeric (CRD# 4437771) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ocala, FL and has over 21 years of experience in the finance industry.
Gregory Ergle (CRD# 1956010) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ocala, FL and has over 34 years of experience in the finance industry.
Lisa Esteves-Dixon (CRD# 2274989) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Inverness, FL and has over 22 years of experience in the finance industry. Lisa Esteves-Dixon 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.