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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
Clifford Rutledge (CRD# 1643038) is an Investment Advisor Representative working at Wealthtrust Asset Management, LLC in Destin, FL and has over 37 years of experience in the finance industry.
Todd Sensing (CRD# 2248151) is an Investment Advisor Representative working at Familyvest in Destin, FL and has over 26 years of experience in the finance industry. Todd Sensing 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.
Yvonne Shanklin (CRD# 5672177) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Crestview, FL and has over 14 years of experience in the finance industry.
Edward Shupe (CRD# 2152986) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Miramar Beach, FL and has over 27 years of experience in the finance industry.
Michael Stanton (CRD# 4227834) is an Investment Advisor Representative working at Alpine Private Wealth in Santa Rosa Beach, FL and has over 23 years of experience in the finance industry. Michael Stanton 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.
Robert Steinmetz (CRD# 4241694) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa Beach, FL and has over 23 years of experience in the finance industry.
Timothy Stewart (CRD# 6622666) is an Investment Advisor Representative working at Edward Jones in Crestview, FL and has over 7 years of experience in the finance industry.
Maurice Stouse (CRD# 1662186) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Destin, FL and has over 36 years of experience in the finance industry.
Whitney Streck (CRD# 5640036) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Rosa Beach, FL and has over 14 years of experience in the finance industry.
Betsy Sullivan (CRD# 1249320) is an Investment Advisor Representative working at Southland Equity Partners, LLC in Santa Rosa Beach, FL and has 1 year of experience in the finance industry.