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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
Lacey Conner (CRD# 4946491) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Ponte Vedra Beach, FL and has over 17 years of experience in the finance industry.
Mary Cousineau (CRD# 4896204) is an Investment Advisor Representative working at Commonwealth Financial Network in Ponte Vedra Beach, FL and has over 2 years of experience in the finance industry.
Gale Creighton (CRD# 4335620) is an Investment Advisor Representative working at Sawgrass Asset Management LLC in Ponte Vedra Beach, FL and has 1 year of experience in the finance industry.
Mccarthy Crenshaw (CRD# 3244970) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Ponte Vedra Beach, FL and has over 22 years of experience in the finance industry.
John Cunningham (CRD# 2592508) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ponte Vedra Beach, FL and has over 29 years of experience in the finance industry.
Dana Current (CRD# 1804395) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ponte Vedra Beach, FL and has over 36 years of experience in the finance industry.
Joseph Cusick (CRD# 3113360) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ponte Vedra Beach, FL and has over 25 years of experience in the finance industry.
Travis Dauchy (CRD# 4210496) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Ponte Vedra Beach, FL and has over 23 years of experience in the finance industry. Travis Dauchy 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.
William Davis (CRD# 2796920) is an Investment Advisor Representative working at Sawgrass Asset Management LLC in Ponte Vedra Beach, FL and has over 26 years of experience in the finance industry.
Kellie Desrosiers (CRD# 4538039) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Ponte Vedra Beach, FL and has over 21 years of experience in the finance industry.