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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
Jonathan Allen (CRD# 6670715) is an Investment Advisor Representative working at Lpl Financial LLC in Panama City, FL and has over 6 years of experience in the finance industry.
William Allen (CRD# 2682409) is an Investment Advisor Representative working at Lpl Financial LLC in Panama City, FL and has over 28 years of experience in the finance industry.
Les Brackett (CRD# 1006989) is an Investment Advisor Representative working at Equitable Advisors, LLC in Panama City, FL and has over 24 years of experience in the finance industry.
Nicole Brusher (CRD# 1604487) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Panama City, FL and has over 9 years of experience in the finance industry.
Curtis Chastain (CRD# 4449266) is an Investment Advisor Representative working at Cpa Group Investment Management, LLC in Panama City, FL and has 1 year of experience in the finance industry.
Kathleen Crowley (CRD# 2383477) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Panama City, FL and has over 30 years of experience in the finance industry. Kathleen Crowley 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.
Adrienne Davis (CRD# 5998244) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Panama City, FL and has over 12 years of experience in the finance industry.
John Farrell (CRD# 6124036) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Panama City, FL and has over 11 years of experience in the finance industry.
Jeffrey Gater (CRD# 1391181) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Panama City, FL and has over 27 years of experience in the finance industry.
Michael Grant (CRD# 4468407) is an Investment Advisor Representative working at 22 Seven Wealth Management Inc. in Panama City, FL and has over 17 years of experience in the finance industry.