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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
Beren Anderson (CRD# 4712368) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 20 years of experience in the finance industry.
Joseph Avallone (CRD# 1859953) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 30 years of experience in the finance industry.
Brian Barone (CRD# 3229891) is an Investment Advisor Representative working at Sei Investments Management Corp in Oviedo, FL and has over 24 years of experience in the finance industry.
David Blount (CRD# 4317397) is an Investment Advisor Representative working at Lpl Financial LLC in Oviedo, FL and has over 23 years of experience in the finance industry. David Blount 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.
Michael Borgailo (CRD# 2408504) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 30 years of experience in the finance industry.
August Bugge (CRD# 4601943) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Oviedo, FL and has over 21 years of experience in the finance industry.
Eugene Bunnell (CRD# 1306928) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 29 years of experience in the finance industry.
Rolando Castano (CRD# 4803077) is an Investment Advisor Representative working at Nolan Capital Advisors LLC in Oviedo, FL and has over 19 years of experience in the finance industry.
Dikesh Chokshi (CRD# 6539755) is an Investment Advisor Representative working at Pangin Investments LLC in Oviedo, FL and has over 8 years of experience in the finance industry.
Craig Coopersmith (CRD# 4749244) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Oviedo, FL and has over 20 years of experience in the finance industry.