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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
Ryan Merrell (CRD# 6115812) is an Investment Advisor Representative working at Merrell Brothers, LLC in Jacksonville, FL and has over 11 years of experience in the finance industry.
Richard Morris (CRD# 3027138) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Middleburg, FL and has over 5 years of experience in the finance industry.
Daniel Namey (CRD# 2500689) is an Investment Advisor Representative working at Lpl Financial LLC in Jacksonville, FL and has over 19 years of experience in the finance industry.
Pamela Nelson (CRD# 1957065) is an Investment Advisor Representative working at Edward Jones in Jacksonville, FL and has over 32 years of experience in the finance industry.
Robert O'quinn (CRD# 6074316) is an Investment Advisor Representative working at Scharf Investments, LLC in Jacksonville, FL and has over 11 years of experience in the finance industry. Robert O'quinn 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.
Chance Owen (CRD# 6658011) is an Investment Advisor Representative working at Edward Jones in Jacksonville, FL and has over 6 years of experience in the finance industry.
Harry Platt (CRD# 1008415) is an Investment Advisor Representative working at Live Oak Family Offices LLC in Jacksonville, FL and has 1 year of experience in the finance industry.
Nicholas Poe (CRD# 5913265) is an Investment Advisor Representative working at First Command Advisory Services in Orange Park, FL and has over 11 years of experience in the finance industry.
Jacqueline Proffit (CRD# 6758357) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Jacksonville, FL and has over 5 years of experience in the finance industry.
Thomas Razzano (CRD# 2705405) is an Investment Advisor Representative working at Camarda Wealth Advisory Group in Fleming Island, FL and has over 26 years of experience in the finance industry.