Distance Metro area (25 miles)
- 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
Lloyd Walker (CRD# 5340173) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Margate, FL and has over 10 years of experience in the finance industry.
Allen Giese, CLU, ChFC (CRD# 2145424) is an Investment Advisor Representative and founding partner at Northstar Financial Planners, Inc. in Plantation, FL and has over 25 years of experience in the finance industry.
Allen provides financial peace of mind and lasting retirement wealth through objective financial planning advice and portfolio management services. Northstar Financial Planners designs and implements highly diversified investment portfolios that are consistent with the individual client's goals and objectives, and that are aligned with their particular risk/reward preferences. This...