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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
Clinton Alexander (CRD# 6823932) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tallahassee, FL and has over 6 years of experience in the finance industry.
Marc Alvis (CRD# 5391298) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tallahassee, FL and has over 16 years of experience in the finance industry.
Stephen Austin (CRD# 6381033) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Tallahassee, FL and has over 8 years of experience in the finance industry.
George Avant (CRD# 1386018) is an Investment Advisor Representative working at Mml Investors Services, LLC in Tallahassee, FL and has over 33 years of experience in the finance industry.
Bryson Bard (CRD# 5902758) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Tallahassee, FL and has over 10 years of experience in the finance industry.
Travis Barnes (CRD# 2158191) is an Investment Advisor Representative working at Lpl Financial LLC in Tallahassee, FL and has over 32 years of experience in the finance industry. Travis Barnes 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.
Andrew Bascom (CRD# 6004280) is an Investment Advisor Representative working at Lpl Financial LLC in Tallahassee, FL and has over 12 years of experience in the finance industry. Andrew Bascom 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 Beck (CRD# 724666) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tallahassee, FL and has over 42 years of experience in the finance industry.
Michael Bell (CRD# 2420219) is an Investment Advisor Representative working at Next Financial Group, Inc. in Tallahassee, FL and has over 29 years of experience in the finance industry. Michael Bell 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.
Richard Bergstrom (CRD# 5034950) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tallahassee, FL and has over 18 years of experience in the finance industry.