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Distance Metro area (25 miles)
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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
Scott Windsor (CRD# 2169612) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Leesburg, FL and has over 32 years of experience in the finance industry.
Parker Brown (CRD# 7603919) is an Investment Advisor Representative working at Edward Jones in Leesburg, FL and has 1 year of experience in the finance industry.
Haley Carlisle (CRD# 7649146) is an Investment Advisor Representative working at Edward Jones in Leesburg, FL and has 1 year of experience in the finance industry.
Robert Davis (CRD# 2999936) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Leesburg, FL and has 1 year of experience in the finance industry.
Heather Franklin (CRD# 7497639) is an Investment Advisor Representative working at Sequent Planning, LLC in Leesburg, FL and has over 2 years of experience in the finance industry.
Felipe Guzman (CRD# 7639865) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leesburg, FL and has 1 year of experience in the finance industry.
Kevin Maxwell (CRD# 7409391) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Leesburg, FL and has over 2 years of experience in the finance industry.
Richard Robinson (CRD# 1774675) is an Investment Advisor Representative working at R.l.robinson in Leesburg, FL and has over 3 years of experience in the finance industry.
Todd Turpin (CRD# 7654709) is an Investment Advisor Representative working at Edward Jones in Leesburg, FL and has 1 year of experience in the finance industry.
Jeffrey Ackler (CRD# 2227187) is an Investment Advisor Representative working at Merit Financial Advisors in Mount Dora, FL and has over 31 years of experience in the finance industry. Jeffrey Ackler 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.