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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
Eddie Allen (CRD# 1280627) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 29 years of experience in the finance industry.
Elizabeth Allen (CRD# 2789883) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Heathrow, FL and has over 27 years of experience in the finance industry.
Michael Allen (CRD# 3153161) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Orlando, FL and has over 23 years of experience in the finance industry. Michael Allen 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.
Paula Allen (CRD# 5727715) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winter Park, FL and has over 13 years of experience in the finance industry.
Sean Allen (CRD# 5583168) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Apopka, FL and has over 11 years of experience in the finance industry. Sean Allen 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.
William Allen (CRD# 2478527) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Lake Mary, FL and has over 29 years of experience in the finance industry.
Carlos Alvarez (CRD# 6281768) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Winter Park, FL and has over 8 years of experience in the finance industry.
Robert Alvarez (CRD# 2242198) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 22 years of experience in the finance industry.
Charles Thomas Alvey (CRD# 6764486) is an Investment Advisor Representative working at G. A. Repple & Company in Casselberry, FL and has over 6 years of experience in the finance industry. Charles Thomas Alvey 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.
Gregory Anderson (CRD# 5005731) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 18 years of experience in the finance industry. Gregory Anderson 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.