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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
Thomas Kirk (CRD# 1881285) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Julie Kirkpatrick (CRD# 4469526) is an Investment Advisor Representative working at Lang Asset Management, Inc. in Indian Harbour Beach, FL and has 1 year of experience in the finance industry.
Richard Knight (CRD# 6693627) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Melbourne, FL and has over 7 years of experience in the finance industry. Richard Knight 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.
James Kofron (CRD# 5638135) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 15 years of experience in the finance industry.
Matthew Kucera (CRD# 1086604) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 41 years of experience in the finance industry.
Daniel Laforest (CRD# 5491065) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Melbourne, FL and has over 14 years of experience in the finance industry.
Kathleen Lamke (CRD# 6214371) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Merritt Island, FL and has over 10 years of experience in the finance industry. Kathleen Lamke 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.
Robert Lang (CRD# 1976498) is an Investment Advisor Representative working at Lang Asset Management, Inc. in Indian Harbour Beach, FL and has over 27 years of experience in the finance industry.
Robert Lattig (CRD# 4160391) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 23 years of experience in the finance industry.
Brian Laughlin (CRD# 2621524) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Melbourne, FL and has over 28 years of experience in the finance industry. Brian Laughlin 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.