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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
Brian Barone (CRD# 3229891) is an Investment Advisor Representative working at Sei Investments Management Corp in Oviedo, FL and has over 24 years of experience in the finance industry.
Scott Barr (CRD# 1313596) is an Investment Advisor Representative working at Morgan Stanley in Winter Park, FL and has over 18 years of experience in the finance industry.
Elayna Barrison (CRD# 6308938) is an Investment Advisor Representative working at City National Rochdale in Lake Mary, FL and has over 7 years of experience in the finance industry.
Kevin Barry (CRD# 2702161) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winter Park, FL and has over 28 years of experience in the finance industry. Kevin Barry 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.
James Bass (CRD# 2130792) is an Investment Advisor Representative working at Independent Financial Partners in Altamonte Springs, FL and has over 31 years of experience in the finance industry. James Bass 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.
Lisa Batcho (CRD# 4417324) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Mary, FL and has over 22 years of experience in the finance industry.
David Batman (CRD# 1538951) is an Investment Advisor Representative working at Batman Wealth Management, LLC in Lake Mary, FL and has over 30 years of experience in the finance industry.
Gary Baumgarten (CRD# 1112331) is an Investment Advisor Representative working at Eagle Strategies LLC in Winter Park, FL and has over 23 years of experience in the finance industry.
Fallon Beacham (CRD# 5981667) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 10 years of experience in the finance industry.
Randall Beardsley (CRD# 2428232) is an Investment Advisor Representative working at Xcel Wealth Management, LLC in Holly Hill, FL and has over 25 years of experience in the finance industry.