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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
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.
Sidney Davis (CRD# 6354408) is an Investment Advisor Representative working at Fortunato Asset Management in Santa Rosa Beach, FL and has over 10 years of experience in the finance industry.
David Densmore (CRD# 5904438) is an Investment Advisor Representative working at Wells Fargo Advisors in Fort Walton Beach, FL and has over 12 years of experience in the finance industry.
Ted Densmore (CRD# 1308107) is an Investment Advisor Representative working at Wells Fargo Advisors in Fort Walton Beach, FL and has over 39 years of experience in the finance industry.
David Dowden (CRD# 4634554) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Niceville, FL and has over 20 years of experience in the finance industry.
Stephanie Duffield (CRD# 5664142) is an Investment Advisor Representative working at Edward Jones in Destin, FL and has over 14 years of experience in the finance industry.
Darlene Duncan (CRD# 728362) is an Investment Advisor Representative working at Wealthtrust Asset Management, LLC in Destin, FL and has over 24 years of experience in the finance industry.
Michael Farne (CRD# 4568127) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Destin, FL and has over 21 years of experience in the finance industry.
Christopher Finkler (CRD# 3259760) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Destin, FL and has over 23 years of experience in the finance industry.
Cory Fosdyck (CRD# 4590235) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Destin, FL and has over 21 years of experience in the finance industry.