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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
Mary Brown (CRD# 6588404) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Naples, FL and has over 2 years of experience in the finance industry.
Gaye Clarke Lampert (CRD# 1243816) is an Investment Advisor Representative working at Harvest Financial Advisors, LLC in Naples, FL and has over 40 years of experience in the finance industry.
Kathy Kaffer (CRD# 6562558) is an Investment Advisor Representative working at Creative Planning in Naples, FL and has over 8 years of experience in the finance industry. Kathy Kaffer 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.
Stephen Manus (CRD# 2912943) is an Investment Advisor Representative working at Chicago Partners Investment Group LLC in Naples, FL and has 1 year of experience in the finance industry.
Paul Murphy (CRD# 2210569) is an Investment Advisor Representative working at Front Edge Capital Management, LLC in Naples, FL and has over 21 years of experience in the finance industry.
Jeanpaul Musicco (CRD# 2082859) is an Investment Advisor Representative working at Gray Oak Capital Management, LLC in Naples, FL and has over 24 years of experience in the finance industry.
Fred Nero (CRD# 801260) is an Investment Advisor Representative working at Lpl Financial LLC in Naples, FL and has over 41 years of experience in the finance industry.
John Parker (CRD# 7429262) is an Investment Advisor Representative working at Portfolio Medics, LLC in Naples, FL and has over 2 years of experience in the finance industry.
Julia Ruth (CRD# 7551318) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Naples, FL and has 1 year of experience in the finance industry.
Ari Schneider (CRD# 7073258) is an Investment Advisor Representative working at Mandarin Advisers in Naples, FL and has over 5 years of experience in the finance industry.