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Distance Only Ponte Vedra Beach, FL
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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
Philip Greer (CRD# 3138652) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ponte Vedra Beach, FL and has over 25 years of experience in the finance industry.
John Griffis (CRD# 5893954) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ponte Vedra Beach, FL and has over 12 years of experience in the finance industry. John Griffis 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.
Sean Guldi (CRD# 5671586) is an Investment Advisor Representative working at B&c Financial Advisors in Ponte Vedra Beach, FL and has over 14 years of experience in the finance industry. Sean Guldi 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.
Debra Guthrie (CRD# 4232660) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ponte Vedra Beach, FL and has over 22 years of experience in the finance industry.
Richard Hana (CRD# 811949) is an Investment Advisor Representative working at Commonwealth Financial Network in Ponte Vedra Beach, FL and has over 36 years of experience in the finance industry.
David Hanvey (CRD# 2358165) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Ponte Vedra Beach, FL and has over 30 years of experience in the finance industry.
William Hardegree (CRD# 2376945) is an Investment Advisor Representative working at Wells Fargo Advisors in Ponte Vedra Beach, FL and has over 30 years of experience in the finance industry. William Hardegree 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.
Trevor Harkness (CRD# 2634355) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Ponte Vedra Beach, FL and has over 28 years of experience in the finance industry. Trevor Harkness 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.
Heather Hayes (CRD# 2353476) is an Investment Advisor Representative working at Morgan Stanley in Ponte Vedra Beach, FL and has over 29 years of experience in the finance industry.
Michael Hayward (CRD# 4918812) is an Investment Advisor Representative working at Morgan Stanley in Ponte Vedra Beach, FL and has over 18 years of experience in the finance industry. Michael Hayward 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.