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Distance Only Merritt Island, FL
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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
Hugh Halsey (CRD# 4516923) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Merritt Island, FL and has over 21 years of experience in the finance industry.
James Holder (CRD# 2062646) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Merritt Island, FL and has over 23 years of experience in the finance industry.
Ira Isaacs (CRD# 2292235) is an Investment Advisor Representative working at Esi Financial Advisors in Merritt Island, FL and has over 31 years of experience in the finance industry.
Christina Jackson (CRD# 6873252) is an Investment Advisor Representative working at Edward Jones in Merritt Island, FL and has over 6 years of experience in the finance industry.
Robert Kenaston (CRD# 4546659) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Merritt Island, FL and has over 21 years of experience in the finance industry.
James King (CRD# 5531079) is an Investment Advisor Representative working at Lpl Financial LLC in Merritt Island, FL and has over 15 years of experience in the finance industry.
Kathleen Lamke (CRD# 6214371) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Merritt Island, FL and has over 10 years of experience in the finance industry. Kathleen Lamke 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.
Kathryn Miller (CRD# 5007229) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Merritt Island, FL and has over 7 years of experience in the finance industry.
Stephen Podnos (CRD# 4642467) is an Investment Advisor Representative working at Wealth Care LLC in Merritt Island, FL and has over 20 years of experience in the finance industry.
Jo-ann Principi (CRD# 871240) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Merritt Island, FL and has over 39 years of experience in the finance industry.