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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
Brett Chipser (CRD# 4861316) is an Investment Advisor Representative working at Chipser Wealth Management, LLC in Destin, FL and has over 19 years of experience in the finance industry.
Philip Cunningham (CRD# 6595152) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Panama City Beach, FL and has over 6 years of experience in the finance industry.
Matthew Dahlman (CRD# 5850069) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Destin, FL and has over 13 years of experience in the finance industry.
Donald David (CRD# 2465874) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Destin, FL since 2010 and has over 28 years of experience in the finance industry.
Jason Davis (CRD# 5658595) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Destin, FL and has over 14 years of experience in the finance industry. Jason 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.
Edward Dennis (CRD# 6493548) is an Investment Advisor Representative working at Park Avenue Securities LLC in Miramar Beach, FL and has over 6 years of experience in the finance industry.
John Devries (CRD# 1323880) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Miramar Beach, FL and has over 32 years of experience in the finance industry.
Phil Donahue (CRD# 1206346) is an Investment Advisor Representative working at Primerica Advisors in Panama City Beach, FL and has over 40 years of experience in the finance industry.
David Dowden (CRD# 4634554) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Niceville, FL and has over 20 years of experience in the finance industry.
Stephanie Duffield (CRD# 5664142) is an Investment Advisor Representative working at Edward Jones in Destin, FL and has over 14 years of experience in the finance industry.