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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
Bradley Bashaw (CRD# 4085538) is an Investment Advisor Representative working at Edward Jones in Madison, FL and has over 24 years of experience in the finance industry.
Darrin Cohen (CRD# 2488435) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, FL and has over 29 years of experience in the finance industry.
Nathaniel Cruce (CRD# 4917223) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Madison, FL and has 1 year of experience in the finance industry.
James Davis (CRD# 6905977) is an Investment Advisor Representative working at Edward Jones in Madison, FL and has over 5 years of experience in the finance industry.
Wendy Meyer (CRD# 4663149) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Madison, FL and has over 20 years of experience in the finance industry. Wendy Meyer 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.
Brian Urban (CRD# 5968450) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, FL and has over 12 years of experience in the finance industry.
Lisa McPherson (CRD# 2690347) is an Investment Advisor Representative working at Lpl Financial LLC in Perry, FL and has over 27 years of experience in the finance industry.
Stephen Story (CRD# 2002474) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Perry, FL and has over 34 years of experience in the finance industry.
Cory Taylor (CRD# 6532708) is an Investment Advisor Representative working at Edward Jones in Perry, FL and has over 8 years of experience in the finance industry.
Ryan Adams (CRD# 7426582) is an Investment Advisor Representative working at Edward Jones in Quitman, GA and has 1 year of experience in the finance industry.