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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
Derek Boucher (CRD# 2832514) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Indian Harbour Beach, FL and has over 27 years of experience in the finance industry.
James Bowen (CRD# 2414278) is an Investment Advisor Representative working at Lpl Financial LLC in Indian Harbour Beach, FL and has over 30 years of experience in the finance industry.
Alison Bowes (CRD# 5906943) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Vero Beach, FL and has over 12 years of experience in the finance industry.
Tanner Branam (CRD# 5104314) is an Investment Advisor Representative working at Rossby Financial, LLC in Melbourne, FL and has over 18 years of experience in the finance industry. Tanner Branam 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.
Ward Brooks (CRD# 6232679) is an Investment Advisor Representative working at Quility Financial Advisors in Rockledge, FL and has over 10 years of experience in the finance industry.
Benjamin Buchanan (CRD# 4274652) is an Investment Advisor Representative working at Wells Fargo Advisors in Melbourne, FL and has over 23 years of experience in the finance industry. Benjamin Buchanan 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.
Stephen Buery (CRD# 2715187) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 28 years of experience in the finance industry.
John Burke (CRD# 1235733) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Orchid, FL and has over 40 years of experience in the finance industry. John Burke 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.
Buster Burkett (CRD# 5116138) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Palm Bay, FL and has over 17 years of experience in the finance industry.
Celeste Byers (CRD# 2648327) is an Investment Advisor Representative working at Lpl Financial LLC in Melbourne, FL and has over 28 years of experience in the finance industry. Celeste Byers 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.