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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
Steven Dobler (CRD# 725156) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Lithia, FL and has over 43 years of experience in the finance industry.
Gregory Dooley (CRD# 4792015) is an Investment Advisor Representative working at Lpl Financial LLC in Lithia, FL and has over 19 years of experience in the finance industry.
Paul Duggan (CRD# 1135600) is an Investment Advisor Representative working at Trg Advisors, Inc. in Lakewood Ranch, FL and has over 40 years of experience in the finance industry. Paul Duggan 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.
Donald Dupont (CRD# 5379719) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lithia, FL and has over 16 years of experience in the finance industry. Donald Dupont 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.
Angela Dyches (CRD# 3099225) is an Investment Advisor Representative working at Cpa Investment Solutions, Inc. in Sarasota, FL and has over 25 years of experience in the finance industry.
Graham Edwards (CRD# 4786841) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lakewood Ranch, FL and has over 15 years of experience in the finance industry.
Lynn Evans (CRD# 6838209) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lakewood Ranch, FL and has over 6 years of experience in the finance industry.
Robert Evans (CRD# 5911119) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Parrish, FL and has over 8 years of experience in the finance industry.
Michael Ferro (CRD# 2747857) is an Investment Advisor Representative working at Horizon Wealth Advisors in Lakewood Ranch, FL and has over 27 years of experience in the finance industry.
Errol Fletcher (CRD# 4845043) is an Investment Advisor Representative working at Edward Jones in Parrish, FL and has over 19 years of experience in the finance industry.