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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
Larry Bright (CRD# 2387770) is an Investment Advisor Representative working at Bright Asset Management in Venice, FL and has over 30 years of experience in the finance industry.
Kathleen Butler (CRD# 5103418) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Fort Myers, FL and has over 14 years of experience in the finance industry.
Brenton Campbell (CRD# 6912694) is an Investment Advisor Representative working at Edward Jones in Sarasota, FL and has over 6 years of experience in the finance industry.
Carlos Candales (CRD# 2432432) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 27 years of experience in the finance industry.
Brian Canty (CRD# 4527513) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Venice, FL and has over 15 years of experience in the finance industry.
Johnny Carruth (CRD# 2194465) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Venice, FL and has over 24 years of experience in the finance industry.
Adam Carter (CRD# 5268378) is an Investment Advisor Representative working at Lpf Advisors, LLC in Sarasota, FL and has over 17 years of experience in the finance industry.
Steven Cecil (CRD# 4515995) is an Investment Advisor Representative working at Newedge Advisors in Sarasota, FL and has over 10 years of experience in the finance industry.
Patricia Chevalier (CRD# 2088425) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sarasota, FL and has over 33 years of experience in the finance industry. Patricia Chevalier 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.
Kara Cioffi (CRD# 5446138) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 14 years of experience in the finance industry.