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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
James Boxma (CRD# 5526260) is an Investment Advisor Representative working at Creative Planning in Marco Island, FL and has over 15 years of experience in the finance industry. James Boxma 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.
Pedro Harth-Silva (CRD# 1506798) is an Investment Advisor Representative working at Provenance Wealth Advisors in Marco Island, FL and has over 32 years of experience in the finance industry.
John Hudspeth (CRD# 1018682) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marco Island, FL and has over 42 years of experience in the finance industry.
Mark Johnson (CRD# 2244271) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Marco Island, FL and has over 31 years of experience in the finance industry. Mark Johnson 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.
Alfred Salvino (CRD# 409632) is an Investment Advisor Representative working at Performance Wealth in Marco Island, FL and has over 44 years of experience in the finance industry.
Jeffrey Schulte (CRD# 1242009) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Marco Island, FL and has over 40 years of experience in the finance industry.
Philip Shaffer (CRD# 716363) is an Investment Advisor Representative working at Hamilton Capital in Marco Island, FL and has over 43 years of experience in the finance industry.
Timothy Thoele (CRD# 2319690) is an Investment Advisor Representative working at Principal Securities, Inc. in Marco Island, FL and has over 31 years of experience in the finance industry.
Joseph Dipierro (CRD# 4962502) is an Investment Advisor Representative working at Lebenthal Global Advisors, LLC in Marco Island, FL and has over 18 years of experience in the finance industry.
Ralph McKee (CRD# 2591032) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marco Island, FL and has over 28 years of experience in the finance industry.