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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
James Roberson (CRD# 5472003) is an Investment Advisor Representative working at Edward Jones in Santa Rosa Beach, FL and has over 16 years of experience in the finance industry.
Norbert Rudek (CRD# 2021532) is an Investment Advisor Representative working at Portfolio Income Advisers, Inc. in Panama City, FL and has over 27 years of experience in the finance industry.
Gregory Scott (CRD# 4539293) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Panama City, FL and has over 21 years of experience in the finance industry.
Michael Sears (CRD# 2812991) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Panama City, FL and has over 27 years of experience in the finance industry.
Beverly Shean (CRD# 4922843) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Panama City, FL and has over 18 years of experience in the finance industry.
John Smith (CRD# 3200165) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Panama City, FL and has over 17 years of experience in the finance industry.
Jerry Sowell (CRD# 6876321) is an Investment Advisor Representative working at Equitable Advisors, LLC in Panama City, FL and has over 6 years of experience in the finance industry.
Carlton Stabler (CRD# 5074923) is an Investment Advisor Representative working at Edward Jones in Panama City, FL and has over 18 years of experience in the finance industry.
Michael Stanton (CRD# 4227834) is an Investment Advisor Representative working at Alpine Private Wealth in Santa Rosa Beach, FL and has over 23 years of experience in the finance industry. Michael Stanton 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 Steinmetz (CRD# 4241694) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa Beach, FL and has over 23 years of experience in the finance industry.