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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
Carolyn Bare (CRD# 5499563) is an Investment Advisor Representative working at Lpl Financial LLC in Cape Coral, FL and has over 15 years of experience in the finance industry.
Dennis Bares (CRD# 6123824) is an Investment Advisor Representative working at River Tree Capital Management in Bonita Springs, FL and has over 12 years of experience in the finance industry. Dennis Bares 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 Barkauskas (CRD# 1517375) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Naples, FL and has over 29 years of experience in the finance industry. Gregory Barkauskas 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.
Thomas Barkume (CRD# 1262546) is an Investment Advisor Representative working at Mcdermott Investment Advisors, LLC in Naples, FL and has over 40 years of experience in the finance industry.
John Barnes (CRD# 4800191) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Naples, FL and has over 9 years of experience in the finance industry.
Kyle Barth (CRD# 6345277) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Naples, FL and has over 8 years of experience in the finance industry.
Charles Bartler (CRD# 842396) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bonita Springs, FL and has over 39 years of experience in the finance industry.
Jeffrey Bassett (CRD# 2445309) is an Investment Advisor Representative working at Lpl Financial LLC in Estero, FL and has over 30 years of experience in the finance industry.
Caroline Bauer (CRD# 5945132) is an Investment Advisor Representative working at Edward Jones in Fort Myers, FL and has over 12 years of experience in the finance industry.
Jason Baum (CRD# 5336595) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 16 years of experience in the finance industry. Jason Baum 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.