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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
Wade Ballard (CRD# 6475508) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Venice, FL and has over 8 years of experience in the finance industry.
Rafal Baranski (CRD# 3269822) is an Investment Advisor Representative working at Rbf Capital Management, Inc. in Sarasota, FL and has over 24 years of experience in the finance industry.
Joseph Barbetta (CRD# 1276360) is an Investment Advisor Representative working at Joseph A. Barbetta in Sarasota, FL and has over 39 years of experience in the finance industry.
Adam Barclay (CRD# 5573462) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sarasota, FL and has over 8 years of experience in the finance industry.
Andrew Barclay (CRD# 6226608) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Venice, FL and has over 9 years of experience in the finance industry.
David Barcomb (CRD# 2463546) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sarasota, FL and has over 30 years of experience in the finance industry.
Scott Barcomb (CRD# 1369573) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Sarasota, FL and has over 24 years of experience in the finance industry.
Julie Bartley (CRD# 3245338) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lakewood Ranch, FL and has over 24 years of experience in the finance industry.
Albert Bartolomeo (CRD# 4512427) is an Investment Advisor Representative working at Broad Reach Wealth Management, LLC in Sarasota, FL and has over 21 years of experience in the finance industry. Albert Bartolomeo 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.
Bryan Bastoni (CRD# 4457061) is an Investment Advisor Representative working at Pearson Financial Services in Venice, FL and has over 16 years of experience in the finance industry. Bryan Bastoni 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.