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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
David Batman (CRD# 1538951) is an Investment Advisor Representative working at Batman Wealth Management, LLC in Lake Mary, FL and has over 30 years of experience in the finance industry.
Randall Beardsley (CRD# 2428232) is an Investment Advisor Representative working at Xcel Wealth Management, LLC in Holly Hill, FL and has over 25 years of experience in the finance industry.
Christopher Becks (CRD# 2876264) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Debary, FL and has over 26 years of experience in the finance industry.
Charles Belote (CRD# 4269498) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Smyrna Beach, FL and has over 23 years of experience in the finance industry. Charles Belote 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.
Devon Bennion (CRD# 6836631) is an Investment Advisor Representative working at Edward Jones in Orange City, FL and has over 6 years of experience in the finance industry.
Wayne Berna (CRD# 2788280) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Ormond Beach, FL and has over 27 years of experience in the finance industry.
Andrea Bishop (CRD# 5384853) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ormond Beach, FL and has over 14 years of experience in the finance industry.
Thomas Blake (CRD# 2987755) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Lake Mary, FL and has over 24 years of experience in the finance industry. Thomas Blake 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.
Scott Blincoe (CRD# 4016331) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Lake Mary, FL and has over 24 years of experience in the finance industry.
Daniel Bokuniewicz (CRD# 6382625) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Mary, FL and has over 9 years of experience in the finance industry.