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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
Richard Bernard (CRD# 6762344) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 7 years of experience in the finance industry.
Brian Bernhardt (CRD# 2927355) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sun City Center, FL and has over 26 years of experience in the finance industry.
Charles Berryhill (CRD# 6153214) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tampa, FL and has over 10 years of experience in the finance industry.
Damien Bertucelli (CRD# 4417516) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Tampa, FL and has over 19 years of experience in the finance industry.
John Besse (CRD# 6270304) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Tampa, FL and has over 10 years of experience in the finance industry.
Timothy Best (CRD# 4579896) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Tampa, FL and has over 21 years of experience in the finance industry. Timothy Best 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.
Lorin Bice (CRD# 4366292) is an Investment Advisor Representative working at Lpl Financial LLC in Winter Haven, FL and has over 22 years of experience in the finance industry.
Kultar Bindra (CRD# 6147537) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Tampa, FL and has over 11 years of experience in the finance industry. Kultar Bindra 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.
Heidi Bishop (CRD# 4378060) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Tampa, FL and has over 22 years of experience in the finance industry.
Matthew Bishop (CRD# 4697595) is an Investment Advisor Representative working at Edward Jones in Lakeland, FL and has over 20 years of experience in the finance industry.