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Distance Only Palm Harbor, FL
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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
Sean Davis (CRD# 4902887) is an Investment Advisor Representative working at Latitude Advisors, LLC in Palm Harbor, FL and has over 18 years of experience in the finance industry. Sean Davis 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.
Anis Dridi (CRD# 5711136) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm Harbor, FL and has over 11 years of experience in the finance industry.
Keith Dunn (CRD# 861857) is an Investment Advisor Representative working at Johnson Dunn Capital Advisors, Inc. in Palm Harbor, FL and has over 40 years of experience in the finance industry.
Amy Gates (CRD# 2488456) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Palm Harbor, FL and has over 25 years of experience in the finance industry.
Douglas Gignac (CRD# 7035840) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Palm Harbor, FL and has over 5 years of experience in the finance industry.
Michael Gilmartin (CRD# 4975704) is an Investment Advisor Representative working at Lifemark Securities Corp. in Palm Harbor, FL and has over 18 years of experience in the finance industry.
Daniel Graham (CRD# 4017180) is an Investment Advisor Representative working at Principal Securities, Inc. in Palm Harbor, FL and has over 24 years of experience in the finance industry.
Patrick Griffith (CRD# 2387250) is an Investment Advisor Representative working at Morgan Stanley in Palm Harbor, FL and has over 30 years of experience in the finance industry.
Justin Hahl (CRD# 6085785) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm Harbor, FL and has over 11 years of experience in the finance industry. Justin Hahl 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.
Nathan Hanna (CRD# 2839124) is an Investment Advisor Representative working at Nathan G. Hanna, LLC in Palm Harbor, FL and has over 27 years of experience in the finance industry.