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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
Ken Ligon (CRD# 2128746) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has over 31 years of experience in the finance industry.
Cary Lipman (CRD# 1344106) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Melbourne, FL and has over 39 years of experience in the finance industry.
Joel Lipton (CRD# 1040940) is an Investment Advisor Representative working at Lipton Capital Management in Stuart, FL and has over 42 years of experience in the finance industry.
Dano Lopresti (CRD# 3065120) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Melbourne, FL and has over 25 years of experience in the finance industry. Dano Lopresti 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.
Maureen Lord (CRD# 5093968) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vero Beach, FL and has over 11 years of experience in the finance industry.
Daniel Mace (CRD# 4309545) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vero Beach, FL and has over 23 years of experience in the finance industry.
Christopher Marsico (CRD# 2933237) is an Investment Advisor Representative working at Rossby Financial, LLC in Melbourne, FL and has over 17 years of experience in the finance industry.
Betty Marzec (CRD# 6837268) is an Investment Advisor Representative working at Edward Jones in Vero Beach, FL and has over 6 years of experience in the finance industry.
Patricia Maxwell (CRD# 2664486) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Melbourne, FL and has over 13 years of experience in the finance industry.
Eugene McCarthy (CRD# 3060295) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Melbourne, FL and has over 25 years of experience in the finance industry.