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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
William Lukow (CRD# 5227947) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Santa Rosa Beach, FL and has over 17 years of experience in the finance industry.
Grafton Newman (CRD# 736611) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Santa Rosa Beach, FL and has over 36 years of experience in the finance industry.
Michael Rankin (CRD# 5124738) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Santa Rosa Beach, FL and has over 17 years of experience in the finance industry. Michael Rankin 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.
James Roberson (CRD# 5472003) is an Investment Advisor Representative working at Edward Jones in Santa Rosa Beach, FL and has over 16 years of experience in the finance industry.
Michael Stanton (CRD# 4227834) is an Investment Advisor Representative working at Alpine Private Wealth in Santa Rosa Beach, FL and has over 23 years of experience in the finance industry. Michael Stanton 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 Steinmetz (CRD# 4241694) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa Beach, FL and has over 23 years of experience in the finance industry.
Whitney Streck (CRD# 5640036) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Rosa Beach, FL and has over 14 years of experience in the finance industry.
Betsy Sullivan (CRD# 1249320) is an Investment Advisor Representative working at Southland Equity Partners, LLC in Santa Rosa Beach, FL and has 1 year of experience in the finance industry.
William Yawn (CRD# 2614462) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa Beach, FL and has over 28 years of experience in the finance industry.
Artiom Calmis (CRD# 7141608) is an Investment Advisor Representative working at Edward Jones in Santa Rosa Beach, FL and has over 4 years of experience in the finance industry.