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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
Dominic Burch (CRD# 7066370) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has over 4 years of experience in the finance industry.
Scott Burgess (CRD# 6378855) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Lakewood Ranch, FL and has over 9 years of experience in the finance industry.
Matthew Burkhalter (CRD# 6836920) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has over 5 years of experience in the finance industry.
Robert Carney (CRD# 2192045) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sun City Center, FL and has over 32 years of experience in the finance industry.
Dominic Casanueva (CRD# 4909767) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has over 16 years of experience in the finance industry.
Matthew Clark (CRD# 1355231) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sun City Center, FL and has over 31 years of experience in the finance industry.
Robert Clark (CRD# 2294325) is an Investment Advisor Representative working at T. Clark & Associates in Parrish, FL and has over 31 years of experience in the finance industry.
Charles Conner (CRD# 3241944) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Sun City Center, FL and has over 24 years of experience in the finance industry.
Scott Conti (CRD# 2105909) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sarasota, FL and has over 27 years of experience in the finance industry.