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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
Michele Tremblay (CRD# 4438927) is an Investment Advisor Representative working at Avantax Advisory Services in Sarasota, FL and has over 22 years of experience in the finance industry.
Bradley Tremitiere (CRD# 3115874) is an Investment Advisor Representative working at Ranch Capital Advisors Inc. in Sarasota, FL and has over 25 years of experience in the finance industry.
Larry Tummonds (CRD# 6416857) is an Investment Advisor Representative working at Larry Allan Financial Planning Services LLC in Lakewood Ranch, FL and has 1 year of experience in the finance industry. Larry Tummonds 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.
Michael Vejins (CRD# 4369810) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lakewood Ranch, FL and has over 20 years of experience in the finance industry.
Daniel Walsh (CRD# 2232553) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Sun City Center, FL and has over 27 years of experience in the finance industry. Daniel Walsh 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.
Parry Ward (CRD# 2452154) is an Investment Advisor Representative working at Simplicity Wealth in Sun City Center, FL and has over 9 years of experience in the finance industry.
Dianna Weaver (CRD# 5200747) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bradenton, FL and has over 17 years of experience in the finance industry.
James White (CRD# 2385435) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Lakewood Ranch, FL and has over 27 years of experience in the finance industry.
Jonathan Wilkins (CRD# 6327264) is an Investment Advisor Representative working at Payant Wealth Management Group in Sun City Center, FL and has over 8 years of experience in the finance industry. Jonathan Wilkins 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.
Eric Williams (CRD# 6122249) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lakewood Ranch, FL and has over 11 years of experience in the finance industry. Eric Williams 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.