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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
Charles Montgomery (CRD# 4042882) is an Investment Advisor Representative working at Primerica Advisors in Ocala, FL and has over 24 years of experience in the finance industry.
John Moody (CRD# 5474822) is an Investment Advisor Representative working at Ocala Capital, LLC in Ocala, FL and has over 13 years of experience in the finance industry.
Elizabeth Moore (CRD# 5868799) is an Investment Advisor Representative working at Edward Jones in Ocala, FL and has over 12 years of experience in the finance industry.
Paul Murphy (CRD# 5132291) is an Investment Advisor Representative working at Calton & Associates, Inc. in Ocala, FL and has over 17 years of experience in the finance industry.
Kenneth Nadeau (CRD# 4626956) is an Investment Advisor Representative working at Principal Securities, Inc. in Ocala, FL and has over 21 years of experience in the finance industry.
Nicholas Navetta (CRD# 1705374) is an Investment Advisor Representative working at Edward Jones in Ocala, FL and has over 10 years of experience in the finance industry.
David Nettles (CRD# 6354604) is an Investment Advisor Representative working at Edward Jones in Ocala, FL and has over 9 years of experience in the finance industry.
Curtis Neuman (CRD# 2397204) is an Investment Advisor Representative working at Redwood Private Wealth in Ocala, FL and has over 30 years of experience in the finance industry.
Karen Obrien (CRD# 1678565) is an Investment Advisor Representative working at Lifemark Securities Corp. in Ocala, FL and has over 16 years of experience in the finance industry.
Philip Olstein (CRD# 1303035) is an Investment Advisor Representative working at Principal Securities, Inc. in Ocala, FL and has over 29 years of experience in the finance industry.