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Distance Only Punta Gorda, 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
Suzanne Kingsbury (CRD# 4014053) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 24 years of experience in the finance industry.
James Koinis (CRD# 2701081) is an Investment Advisor Representative working at Edward Jones in Punta Gorda, FL and has over 27 years of experience in the finance industry.
Kenneth Layton (CRD# 6103195) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 11 years of experience in the finance industry.
Jeffrey Leedy (CRD# 3266362) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 24 years of experience in the finance industry.
Mathew Lepak (CRD# 2606121) is an Investment Advisor Representative working at Flaharty Asset Management, LLC in Punta Gorda, FL and has over 11 years of experience in the finance industry.
James Levell (CRD# 1539991) is an Investment Advisor Representative working at Wells Fargo Advisors in Punta Gorda, FL and has over 30 years of experience in the finance industry.
Daniel Lodes (CRD# 4380342) is an Investment Advisor Representative working at Brokers Financial in Punta Gorda, FL and has over 22 years of experience in the finance industry.
James Mashburn (CRD# 6991190) is an Investment Advisor Representative working at Edward Jones in Punta Gorda, FL and has over 5 years of experience in the finance industry.
Michael McFarland (CRD# 1887424) is an Investment Advisor Representative working at Lpl Financial LLC in Punta Gorda, FL and has over 23 years of experience in the finance industry. Michael McFarland 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.
Deborah Meyer (CRD# 4563906) is an Investment Advisor Representative working at Worthynest LLC in Punta Gorda, FL and has over 17 years of experience in the finance industry. Deborah Meyer 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.