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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
Justin Bowles (CRD# 5601232) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sarasota, FL and has over 15 years of experience in the finance industry.
Kelli Bowles (CRD# 2403034) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sarasota, FL and has over 30 years of experience in the finance industry.
John Boyles (CRD# 3274422) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sarasota, FL and has over 24 years of experience in the finance industry.
Douglas Brady (CRD# 6250733) is an Investment Advisor Representative working at Db Asset Management,llc. in Sarasota, FL and has over 10 years of experience in the finance industry.
James Braun (CRD# 5123729) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Sarasota, FL and has over 17 years of experience in the finance industry.
Marc Breuer (CRD# 2552037) is an Investment Advisor Representative working at Lpl Financial LLC in Sarasota, FL and has over 24 years of experience in the finance industry.
Natalie Brown (CRD# 7044269) is an Investment Advisor Representative working at Day Hagan Asset Management in Sarasota, FL and has 1 year of experience in the finance industry. Natalie Brown 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.
Jennifer Brugnola (CRD# 5709998) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sarasota, FL and has over 11 years of experience in the finance industry. Jennifer Brugnola 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.
Kristina Bryn (CRD# 5645319) is an Investment Advisor Representative working at Compound Family Offices, LLC in Sarasota, FL and has over 3 years of experience in the finance industry.
Shaun Burgess (CRD# 6341644) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 9 years of experience in the finance industry.