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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
James Anna (CRD# 2139200) is an Investment Advisor Representative working at Lincoln Investment in Odessa, FL and has over 27 years of experience in the finance industry. James Anna 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 Becker (CRD# 1406849) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Odessa, FL and has over 38 years of experience in the finance industry.
Casey Caldwell (CRD# 6200782) is an Investment Advisor Representative working at Lincoln Investment in Odessa, FL and has over 7 years of experience in the finance industry.
Patrice Davis (CRD# 4256859) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Odessa, FL and has over 23 years of experience in the finance industry.
David Gonzalez (CRD# 4034261) is an Investment Advisor Representative working at Facet in Odessa, FL and has over 24 years of experience in the finance industry. David Gonzalez 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.
Taylor Harroun (CRD# 5478086) is an Investment Advisor Representative working at Creative Planning in Odessa, FL and has over 15 years of experience in the finance industry. Taylor Harroun 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.
Kalie Hawley (CRD# 5324737) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Odessa, FL and has over 11 years of experience in the finance industry.
Robert Host (CRD# 4630772) is an Investment Advisor Representative working at Lpl Financial LLC in Odessa, FL and has over 20 years of experience in the finance industry.
William Hughes (CRD# 2894590) is an Investment Advisor Representative working at William D Hughes in Odessa, FL and has over 26 years of experience in the finance industry.
Thomas Kelly (CRD# 1435919) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Odessa, FL and has over 20 years of experience in the finance industry.