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Distance Only Lutz, 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
Aaron Lyon (CRD# 6604381) is an Investment Advisor Representative working at Commonwealth Financial Network in Lutz, FL and has over 7 years of experience in the finance industry. Aaron Lyon 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.
Thomas McCormick (CRD# 1368616) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lutz, FL and has over 24 years of experience in the finance industry.
Nicholas McDevitt (CRD# 5433628) is an Investment Advisor Representative working at Pfg Private Wealth Management, LLC in Lutz, FL and has over 15 years of experience in the finance industry.
Christine McLean (CRD# 2618811) is an Investment Advisor Representative working at Commonwealth Financial Network in Lutz, FL and has over 28 years of experience in the finance industry. Christine McLean 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.
Bryan Melko (CRD# 5812404) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lutz, FL and has over 8 years of experience in the finance industry.
Ann Miller (CRD# 2561854) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lutz, FL and has over 5 years of experience in the finance industry.
Richard Morsch (CRD# 5902897) is an Investment Advisor Representative working at Scs Asset Management, Inc. in Lutz, FL and has over 10 years of experience in the finance industry.
Michael Mracna (CRD# 2469871) is an Investment Advisor Representative working at Lincoln Investment in Lutz, FL and has over 28 years of experience in the finance industry.
Matthew Oppedisano (CRD# 2925442) is an Investment Advisor Representative working at Lincoln Investment in Lutz, FL and has over 17 years of experience in the finance industry.
Robert Ouimet (CRD# 4651091) is an Investment Advisor Representative working at Lincoln Investment in Lutz, FL and has over 20 years of experience in the finance industry. Robert Ouimet 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.