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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
Barry Whitaker (CRD# 5040002) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ormond Beach, FL and has over 17 years of experience in the finance industry.
Amy Williamson (CRD# 6366423) 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. Amy Williamson 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.
Maryann Wilson (CRD# 2930314) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ormond Beach, FL and has over 24 years of experience in the finance industry.
Bruce Boyle (CRD# 2728694) is an Investment Advisor Representative working at Compass Financial Advisory Services, LLC in Ormond Beach, FL and has over 27 years of experience in the finance industry.
Christine Capps (CRD# 5164531) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Ormond Beach, FL and has over 16 years of experience in the finance industry. Christine Capps 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.
John Cecere (CRD# 7767522) is an Investment Advisor Representative working at Compass Financial Advisory Services, LLC in Ormond Beach, FL and has 1 year of experience in the finance industry.
John Demers (CRD# 2581917) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Ormond Beach, FL and has over 26 years of experience in the finance industry.
Jason Frederick (CRD# 7731364) is an Investment Advisor Representative working at Edward Jones in Ormond Beach, FL and has 1 year of experience in the finance industry.
Benjamin Hartwick (CRD# 7115435) is an Investment Advisor Representative working at Edward Jones in Ormond Beach, FL and has over 4 years of experience in the finance industry.
Sam Hnilicka (CRD# 7506279) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Ormond Beach, FL and has 1 year of experience in the finance industry.