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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
Alan Olson (CRD# 1831698) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Ocklawaha, FL and has over 35 years of experience in the finance industry.
Jeffrey Ackler (CRD# 2227187) is an Investment Advisor Representative working at Merit Financial Advisors in Mount Dora, FL and has over 32 years of experience in the finance industry. Jeffrey Ackler 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.
Denise Adams-Mccauley (CRD# 2882852) is an Investment Advisor Representative working at Pnc Investments in Ocala, FL and has over 26 years of experience in the finance industry.
Marlon Awuma (CRD# 5926598) is an Investment Advisor Representative working at Lpl Financial LLC in Ocala, FL and has over 12 years of experience in the finance industry. Marlon Awuma 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.
James Bailey (CRD# 1393256) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in The Villages, FL and has over 18 years of experience in the finance industry.
Paul Balog (CRD# 1006294) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Lady Lake, FL and has over 37 years of experience in the finance industry.
Michael Barber (CRD# 1061127) is an Investment Advisor Representative working at Barber & Associates in The Villages, FL and has over 15 years of experience in the finance industry.
Wayne Barber (CRD# 4200910) is an Investment Advisor Representative working at Creative Planning in Mount Dora, FL and has over 19 years of experience in the finance industry.
Erik Barnett (CRD# 5659668) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in The Villages, FL and has over 13 years of experience in the finance industry.
Deborah Beck (CRD# 5721186) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lady Lake, FL and has over 14 years of experience in the finance industry.