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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
Somphavanh Inthisane-Lovanh (CRD# 6901198) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Port Saint Lucie, FL and has over 5 years of experience in the finance industry.
Stephen Kulikowski (CRD# 6849597) is an Investment Advisor Representative working at Edward Jones in Port Saint Lucie, FL and has over 6 years of experience in the finance industry.
Wallace Legg (CRD# 2809783) is an Investment Advisor Representative working at W. V. Legg Financial Management LLC in Port Saint Lucie, FL and has over 15 years of experience in the finance industry. Wallace Legg 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.
Gregory Mathey (CRD# 2752184) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Port Saint Lucie, FL and has over 26 years of experience in the finance industry.
Timothy McManus (CRD# 4463894) is an Investment Advisor Representative working at Edward Jones in Port Saint Lucie, FL and has over 22 years of experience in the finance industry.
Robert Schepperle (CRD# 5578702) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Port Saint Lucie, FL and has over 15 years of experience in the finance industry.
Kathleen Small (CRD# 4866484) is an Investment Advisor Representative working at Avantax Advisory Services in Port Saint Lucie, FL and has over 19 years of experience in the finance industry. Kathleen Small 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.
Mark Valinote (CRD# 6134007) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Port Saint Lucie, FL and has over 11 years of experience in the finance industry.
Richard Worth (CRD# 1251519) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Port Saint Lucie, FL and has over 39 years of experience in the finance industry.
Callie Brooks (CRD# 7807448) is an Investment Advisor Representative working at &wealth Partners in Port Saint Lucie, FL and has 1 year of experience in the finance industry. Callie Brooks 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.