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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
I'm a Financial Advisor and Accredited Investment Fiduciary specializing in retirement planning and wealth management strategies. I assist clients with developing a comprehensive financial plan and implementing customized strategies to put them on track for a successful retirement and keep them on track.
Jeffrey Helms (CRD# 1346620) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Saint Augustine, FL and has over 39 years of experience in the finance industry.
Christopher Hett (CRD# 4954855) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Saint Augustine, FL and has over 18 years of experience in the finance industry.
Kalon Hoard (CRD# 4182008) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has 1 year of experience in the finance industry. Kalon Hoard 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.
William Hohmann (CRD# 4127201) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Saint Augustine, FL and has over 24 years of experience in the finance industry. William Hohmann 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.
David Holland (CRD# 2612007) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has over 15 years of experience in the finance industry. David Holland 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 Holzem (CRD# 6010075) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Augustine, FL and has over 11 years of experience in the finance industry.
Matthew Jackson (CRD# 5675811) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Augustine, FL and has over 13 years of experience in the finance industry.
Edwin Jones (CRD# 2102554) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Port Orange, FL and has over 11 years of experience in the finance industry.
Mark Jones (CRD# 4818770) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Augustine, FL and has over 19 years of experience in the finance industry.