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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
Megan Caulfield (CRD# 5154871) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Destin, FL and has over 17 years of experience in the finance industry. Megan Caulfield 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.
Jeffrey Cherry (CRD# 3043283) is an Investment Advisor Representative working at Slagle Financial, LLC in Fort Walton Beach, FL and has over 11 years of experience in the finance industry.
Brett Chipser (CRD# 4861316) is an Investment Advisor Representative working at Chipser Wealth Management, LLC in Destin, FL and has over 19 years of experience in the finance industry.
Frank Clark (CRD# 2233878) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Santa Rosa Beach, FL and has over 31 years of experience in the finance industry.
Robert Coletta (CRD# 1923707) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Rosa Beach, FL and has over 32 years of experience in the finance industry.
Jeffrey Conroy (CRD# 1855202) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa Beach, FL and has over 35 years of experience in the finance industry.
Kathy Cunningham (CRD# 2383475) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fort Walton Beach, FL and has over 30 years of experience in the finance industry.
Matthew Dahlman (CRD# 5850069) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Destin, FL and has over 13 years of experience in the finance industry.
Donald David (CRD# 2465874) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Destin, FL since 2010 and has over 28 years of experience in the finance industry.
Jason Davis (CRD# 5658595) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Destin, FL and has over 14 years of experience in the finance industry. Jason Davis 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.