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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
Ross Davis (CRD# 6516884) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ocala, FL and has over 8 years of experience in the finance industry. Ross Davis 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.
Robert Demasi (CRD# 1967640) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Gainesville, FL and has over 33 years of experience in the finance industry.
James is the co-founder of Chacon Diaz & Di Virgilio, an independent Registered Investment Advisor (RIA) and fee-only fiduciary wealth management firm that works with clients across the United States. My firm has broad and extensive experience handling the complex financial and investment issues that significant wealth can present.
When we created the firm, we sought to build an advisory experience that was solely and entirely focused on what was best for our clients. Today, that vision has made us a recognized leader and pioneer in our field. As an independent, fee-only, fiduciary wealth management...
Guillermo Diaz (CRD# 4879939) is an Investment Advisor Representative working at Chacon Diaz & Di Virgilio Wealth Management, LLC in Gainesville, FL and has over 19 years of experience in the finance industry.
David Dicks (CRD# 2387537) is an Investment Advisor Representative working at Ocala Capital, LLC in Ocala, FL and has over 23 years of experience in the finance industry.
Patrick Distaso (CRD# 2718890) is an Investment Advisor Representative working at Advice And Planning Services in Gainesville, FL and has over 28 years of experience in the finance industry.
Christopher Dodd (CRD# 3154397) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gainesville, FL and has over 25 years of experience in the finance industry.
Michele Dubois (CRD# 2703359) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gainesville, FL and has over 27 years of experience in the finance industry.
Bradley Easom (CRD# 3077764) is an Investment Advisor Representative working at Planmember Securities Corporation in Dunnellon, FL and has over 16 years of experience in the finance industry.
Bradley Easom (CRD# 6300900) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Gainesville, FL and has over 8 years of experience in the finance industry.