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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
Denise Adams-Mccauley (CRD# 2882852) is an Investment Advisor Representative working at Pnc Investments in Ocala, FL and has over 26 years of experience in the finance industry.
Sean Allen (CRD# 5583168) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Apopka, FL and has over 11 years of experience in the finance industry. Sean Allen 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.
Fausto Andrade (CRD# 5563678) is an Investment Advisor Representative working at Missionsquare Retirement in Winter Garden, FL and has over 15 years of experience in the finance industry.
Patrick Ashe (CRD# 6436659) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ocala, FL and has over 8 years of experience in the finance industry.
Thomas Baer (CRD# 1663820) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Oakland, FL and has over 36 years of experience in the finance industry.
James Bailey (CRD# 1393256) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in The Villages, FL and has over 18 years of experience in the finance industry.
Christopher Ballard (CRD# 1801529) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Clermont, FL and has over 24 years of experience in the finance industry. Christopher Ballard 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.
Paul Balog (CRD# 1006294) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Lady Lake, FL and has over 37 years of experience in the finance industry.
Michael Barber (CRD# 1061127) is an Investment Advisor Representative working at Barber & Associates in The Villages, FL and has over 15 years of experience in the finance industry.
Wayne Barber (CRD# 4200910) is an Investment Advisor Representative working at Creative Planning in Mount Dora, FL and has over 19 years of experience in the finance industry.