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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
Amanda Darress (CRD# 4634504) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vero Beach, FL and has over 16 years of experience in the finance industry.
Lindsey Davis (CRD# 6290416) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Vero Beach, FL and has over 8 years of experience in the finance industry. Lindsey 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.
Robert Davis (CRD# 729496) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vero Beach, FL and has over 39 years of experience in the finance industry.
Daniel Decambra (CRD# 1460326) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Vero Beach, FL and has over 38 years of experience in the finance industry.
Julie Decker (CRD# 1859609) is an Investment Advisor Representative working at Investment Management Services Group, LLC in Melbourne, FL and has over 16 years of experience in the finance industry.
Marlo Demoss (CRD# 4320298) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Melbourne Beach, FL and has over 20 years of experience in the finance industry. Marlo Demoss 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 Devries (CRD# 2856706) is an Investment Advisor Representative working at Savant Wealth Management in Satellite Beach, FL and has over 26 years of experience in the finance industry.
Andrew Dier (CRD# 5957785) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Melbourne, FL and has over 9 years of experience in the finance industry.
Daniel Dixon (CRD# 1643748) is an Investment Advisor Representative working at Beaumont Capital Management, LLC in Vero Beach, FL and has over 10 years of experience in the finance industry.
John Dobay (CRD# 1790935) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vero Beach, FL and has over 14 years of experience in the finance industry.