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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
Shelley Albarado (CRD# 6378144) is an Investment Advisor Representative working at Edward Jones in Santa Rosa Beach, FL and has over 9 years of experience in the finance industry.
Bruce Bickley (CRD# 1019803) is an Investment Advisor Representative working at &partners in Santa Rosa Beach, FL and has over 42 years of experience in the finance industry.
Charles Burns (CRD# 2250182) is an Investment Advisor Representative working at Bay Hill Capital Management Usa, LLC in Santa Rosa Beach, FL and has over 11 years of experience in the finance industry.
Frank Clark (CRD# 2233878) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Santa Rosa Beach, FL and has over 31 years of experience in the finance industry.
Robert Coletta (CRD# 1923707) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Rosa Beach, FL and has over 32 years of experience in the finance industry.
Jeffrey Conroy (CRD# 1855202) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa Beach, FL and has over 35 years of experience in the finance industry.
Sidney Davis (CRD# 6354408) is an Investment Advisor Representative working at Fortunato Asset Management in Santa Rosa Beach, FL and has over 10 years of experience in the finance industry.
Gustavo Gonzalez (CRD# 4072318) is an Investment Advisor Representative working at Primerica Advisors in Santa Rosa Beach, FL and has over 17 years of experience in the finance industry.
John Hodges (CRD# 5791817) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa Beach, FL and has over 13 years of experience in the finance industry.
George Livingston (CRD# 4763249) is an Investment Advisor Representative working at Livingston Financial Planning, Inc. in Santa Rosa Beach, FL and has over 21 years of experience in the finance industry. George Livingston 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.