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Distance Only Ormond Beach, FL
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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
William Grigat (CRD# 230171) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ormond Beach, FL and has over 37 years of experience in the finance industry. William Grigat 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.
Jaclyn Hall (CRD# 5333624) is an Investment Advisor Representative working at Primerica Advisors in Ormond Beach, FL and has over 9 years of experience in the finance industry.
Karrie Harman (CRD# 4452070) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ormond Beach, FL and has over 20 years of experience in the finance industry.
I'm a Financial Advisor and Accredited Investment Fiduciary specializing in retirement planning and wealth management strategies. I assist clients with developing a comprehensive financial plan and implementing customized strategies to put them on track for a successful retirement and keep them on track.
Kalon Hoard (CRD# 4182008) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has 1 year of experience in the finance industry. Kalon Hoard 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.
David Holland (CRD# 2612007) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has over 15 years of experience in the finance industry. David Holland 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.
Christopher Klinck (CRD# 6950760) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ormond Beach, FL and has over 5 years of experience in the finance industry.
Raymond Krutz (CRD# 870280) is an Investment Advisor Representative working at Primerica Advisors in Ormond Beach, FL and has over 20 years of experience in the finance industry.
Joanna Lemire (CRD# 6726003) is an Investment Advisor Representative working at Edward Jones in Ormond Beach, FL and has over 7 years of experience in the finance industry.
Robert Mara (CRD# 6622317) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has over 8 years of experience in the finance industry.