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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
David Lowell (CRD# 2695450) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Destin, FL and has over 28 years of experience in the finance industry.
Charles Lutrick (CRD# 1875498) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Inlet Beach, FL and has over 35 years of experience in the finance industry.
Frank Martin (CRD# 4535791) is an Investment Advisor Representative working at Level Four Advisory Services in Panama City Beach, FL and has over 21 years of experience in the finance industry. Frank Martin 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.
Gerald Materne (CRD# 1326880) is an Investment Advisor Representative working at Ideology Wealth Advisors, LLC in Niceville, FL and has 1 year of experience in the finance industry. Gerald Materne 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.
Collin McCall (CRD# 6032450) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Destin, FL and has over 11 years of experience in the finance industry.
John McCallion (CRD# 1425606) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Panama City Beach, FL and has over 38 years of experience in the finance industry.
Nina McClanahan (CRD# 7005845) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Destin, FL and has over 5 years of experience in the finance industry.
Andrew McDowell (CRD# 6270814) is an Investment Advisor Representative working at Mariner Wealth in Miramar Beach, FL and has over 10 years of experience in the finance industry. Andrew McDowell 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.
Patrick McDowell (CRD# 5940329) is an Investment Advisor Representative working at Mariner Wealth in Miramar Beach, FL and has over 12 years of experience in the finance industry. Patrick McDowell 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.
John McHugh (CRD# 1830198) is an Investment Advisor Representative working at Wealthtrust Asset Management, LLC in Destin, FL and has over 35 years of experience in the finance industry.