Distance Only Panama City Beach, FL
- 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
Philip Cunningham (CRD# 6595152) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Panama City Beach, FL and has over 5 years of experience in the finance industry.
Frank Martin (CRD# 4535791) is an Investment Advisor Representative working at Level Four Advisory Services in Panama City Beach, FL and has over 20 years of experience in the finance industry. Frank Martin 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.