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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
Adrian Lewis (CRD# 7739611) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Ormond Beach, FL and has 1 year of experience in the finance industry.
Willie McCaulley (CRD# 7228166) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Ormond Beach, FL and has over 3 years of experience in the finance industry.
Kristen Mock (CRD# 7078216) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ormond Beach, FL and has over 4 years of experience in the finance industry.
Miranda Mumma (CRD# 7179758) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has over 4 years of experience in the finance industry. Miranda Mumma 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.
Matthew Sumrall (CRD# 7363901) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has over 3 years of experience in the finance industry. Matthew Sumrall 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.
Selin Timur (CRD# 7312957) is an Investment Advisor Representative working at Morgan Stanley in Ormond Beach, FL and has over 3 years of experience in the finance industry.
Connie Wiltfong (CRD# 7481191) is an Investment Advisor Representative working at Capstone Investment Management LLC in Ormond Beach, FL and has 1 year of experience in the finance industry.
Cindy Abramovic (CRD# 728734) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Daytona Beach, FL and has over 42 years of experience in the finance industry.
Marcos Acevedo (CRD# 2836509) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bunnell, FL and has over 27 years of experience in the finance industry.
Scott Adams (CRD# 2467543) is an Investment Advisor Representative working at Edward Jones in Port Orange, FL and has over 28 years of experience in the finance industry.