-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Sean Allen (CRD# 5583168) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Apopka, FL and has over 11 years of experience in the finance industry. Sean Allen 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.
Philip Ferguson (CRD# 4598368) is an Investment Advisor Representative working at Polaris Financial Planning, LLC in Apopka, FL and has over 23 years of experience in the finance industry.
Paul Fischer (CRD# 2770808) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Apopka, FL and has over 21 years of experience in the finance industry.
Matthew Fosnow (CRD# 4399603) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Apopka, FL and has over 22 years of experience in the finance industry.
Kerry Luellen (CRD# 2003484) is an Investment Advisor Representative working at Edward Jones in Apopka, FL and has over 33 years of experience in the finance industry. Kerry Luellen 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.
Tobias Meek (CRD# 5167717) is an Investment Advisor Representative working at Lpl Financial LLC in Apopka, FL and has over 15 years of experience in the finance industry.
Byron Tobias (CRD# 3243958) is an Investment Advisor Representative working at Edward Jones in Apopka, FL and has over 24 years of experience in the finance industry.
Barbara Vaught (CRD# 4233896) is an Investment Advisor Representative working at Advice And Planning Services in Apopka, FL and has over 23 years of experience in the finance industry.
Heather Baker (CRD# 5321931) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Apopka, FL and has 1 year of experience in the finance industry.
Ryan Fischer (CRD# 7721635) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Apopka, FL and has 1 year of experience in the finance industry.