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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
Sarah Levi (CRD# 6408518) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in North Palm Beach, FL and has over 9 years of experience in the finance industry.
John Lipari (CRD# 1191265) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in North Palm Beach, FL and has over 36 years of experience in the finance industry.
Cory Lyon (CRD# 6351648) is an Investment Advisor Representative working at Tfg Financial Advisors, LLC in North Palm Beach, FL and has over 9 years of experience in the finance industry.
Gerald Mangold (CRD# 4328761) is an Investment Advisor Representative working at Capital Synergy Partners in North Palm Beach, FL and has over 17 years of experience in the finance industry.
Patrick Martin (CRD# 4345246) is an Investment Advisor Representative working at Martin Investment Management, LLC in North Palm Beach, FL and has 1 year of experience in the finance industry.
Robert McCabe (CRD# 1233342) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in North Palm Beach, FL and has over 40 years of experience in the finance industry.
Gavin McNally (CRD# 3193647) is an Investment Advisor Representative working at Primoris Wealth Advisors, LLC in North Palm Beach, FL and has over 13 years of experience in the finance industry.
James McNamara (CRD# 729446) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in North Palm Beach, FL and has over 42 years of experience in the finance industry.
Enoch Morris (CRD# 5689627) is an Investment Advisor Representative working at Atticus Wealth Management in North Palm Beach, FL and has over 14 years of experience in the finance industry.
H. Peter Petrosky (CRD# 1300861) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in North Palm Beach, FL and has over 39 years of experience in the finance industry. H. Peter Petrosky 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.