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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
Zachary Ballard (CRD# 6077383) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Orlando, FL and has over 11 years of experience in the finance industry.
Johven Mike Barga (CRD# 6611862) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orlando, FL and has over 8 years of experience in the finance industry.
Brian Barone (CRD# 3229891) is an Investment Advisor Representative working at Sei Investments Management Corp in Oviedo, FL and has over 24 years of experience in the finance industry.
Charlene Beach (CRD# 5885001) is an Investment Advisor Representative working at Primerica Advisors in Cocoa Beach, FL and has over 13 years of experience in the finance industry.
Charles Belote (CRD# 4269498) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Smyrna Beach, FL and has over 23 years of experience in the finance industry. Charles Belote 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.
Marcola Bennett (CRD# 3012286) is an Investment Advisor Representative working at Advice And Planning Services in Orlando, FL and has over 25 years of experience in the finance industry.
Brad Bernkrant (CRD# 1621315) is an Investment Advisor Representative working at Edward Jones in Cocoa Beach, FL and has over 35 years of experience in the finance industry.
Henry Bertot (CRD# 6192515) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Titusville, FL and has over 10 years of experience in the finance industry.
David Blount (CRD# 4317397) is an Investment Advisor Representative working at Lpl Financial LLC in Oviedo, FL and has over 23 years of experience in the finance industry. David Blount 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.
Walter Bohannon (CRD# 4973986) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orlando, FL and has over 18 years of experience in the finance industry.