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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
William Lukow (CRD# 5227947) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Santa Rosa Beach, FL and has over 17 years of experience in the finance industry.
John Lydick (CRD# 4580487) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Panama City, FL and has over 20 years of experience in the finance industry.
Justin McDaniel (CRD# 4234008) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Panama City, FL and has over 16 years of experience in the finance industry.
John Morrow (CRD# 1749669) is an Investment Advisor Representative working at Lpl Financial LLC in Panama City, FL and has over 36 years of experience in the finance industry. John Morrow 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.
Grafton Newman (CRD# 736611) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Santa Rosa Beach, FL and has over 36 years of experience in the finance industry.
Heather Noyes (CRD# 2823741) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Panama City, FL and has over 27 years of experience in the finance industry.
Timothy O'brien (CRD# 2085483) is an Investment Advisor Representative working at Wells Fargo Advisors in Rosemary Beach, FL and has over 33 years of experience in the finance industry.
Hugh Owens (CRD# 5068301) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Panama City, FL and has over 18 years of experience in the finance industry.
Lori Pons (CRD# 3003520) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Panama City, FL and has 1 year of experience in the finance industry.
Michael Rankin (CRD# 5124738) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Santa Rosa Beach, FL and has over 17 years of experience in the finance industry. Michael Rankin 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.