-
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
Steven Dobler (CRD# 725156) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Lithia, FL and has over 43 years of experience in the finance industry.
Gregory Dooley (CRD# 4792015) is an Investment Advisor Representative working at Lpl Financial LLC in Lithia, FL and has over 19 years of experience in the finance industry.
Donald Dupont (CRD# 5379719) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lithia, FL and has over 16 years of experience in the finance industry. Donald Dupont 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.
Nathaniel Goldenberg (CRD# 4903121) is an Investment Advisor Representative working at Nextwave Advisors in Lithia, FL and has over 18 years of experience in the finance industry. Nathaniel Goldenberg 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.
Harold Scull (CRD# 4241026) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lithia, FL and has over 23 years of experience in the finance industry.
Christopher Shoup (CRD# 4822786) is an Investment Advisor Representative working at Southshore Financial Planning in Lithia, FL and has over 19 years of experience in the finance industry. Christopher Shoup 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.
Agata Springstead (CRD# 7008882) is an Investment Advisor Representative working at Edward Jones in Lithia, FL and has over 5 years of experience in the finance industry.
Yuri Abashkin (CRD# 5159569) is an Investment Advisor Representative working at Primerica Advisors in Tampa, FL and has over 17 years of experience in the finance industry.
Aiad Abdelshaheed (CRD# 6525251) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Tampa, FL and has over 8 years of experience in the finance industry.