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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
Andrew Court (CRD# 1831823) is an Investment Advisor Representative working at Legacy Wealth Management, Inc. in Cape Coral, FL and has over 35 years of experience in the finance industry. Andrew Court 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.
Lawrence Crouse (CRD# 840901) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Myers, FL and has over 28 years of experience in the finance industry.
Casey Croysdale (CRD# 4220694) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 19 years of experience in the finance industry. Casey Croysdale 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.
Hector Cruz (CRD# 6085276) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Estero, FL and has over 11 years of experience in the finance industry.
Adam Cummings (CRD# 6136999) is an Investment Advisor Representative working at Edward Jones in Punta Gorda, FL and has over 11 years of experience in the finance industry.
Michael Curtis (CRD# 1035990) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Punta Gorda, FL and has over 35 years of experience in the finance industry.
Michelle Curtis (CRD# 6027225) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Fort Myers, FL and has over 12 years of experience in the finance industry.
Daniel Dame (CRD# 1206871) is an Investment Advisor Representative working at Pmg Wealth Management in Cape Coral, FL and has over 39 years of experience in the finance industry.
Edward Dancek (CRD# 1930893) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Punta Gorda, FL and has over 24 years of experience in the finance industry.
Johnnie Daniels (CRD# 4230149) is an Investment Advisor Representative working at Primerica Advisors in Fort Myers, FL and has over 23 years of experience in the finance industry.