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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
William Floyd (CRD# 2792692) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Wales, FL and has over 26 years of experience in the finance industry.
Dale Folsom (CRD# 5592589) is an Investment Advisor Representative working at Usaa Investment Services Company in Tampa, FL and has over 15 years of experience in the finance industry.
Andrew Foss (CRD# 6271505) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has over 8 years of experience in the finance industry.
Charles Foss (CRD# 4633605) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has over 20 years of experience in the finance industry.
Meredith Freeman (CRD# 4418577) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 22 years of experience in the finance industry.
Kathryn French (CRD# 3127802) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeland, FL and has over 25 years of experience in the finance industry.
Jason Frizzell (CRD# 4732579) is an Investment Advisor Representative working at Advice And Planning Services in Tampa, FL and has over 20 years of experience in the finance industry.
Amy Garbrecht (CRD# 4912413) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winter Haven, FL and has over 19 years of experience in the finance industry. Amy Garbrecht 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.
Troy Garcia (CRD# 5341060) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeland, FL and has over 12 years of experience in the finance industry.
Keith Garner (CRD# 5318725) is an Investment Advisor Representative working at Synovus Securities, Inc. in Wesley Chapel, FL and has over 16 years of experience in the finance industry.