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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
Lia Bertelson (CRD# 6469786) is an Investment Advisor Representative working at Together And/or Together Planning in Gainesville, FL and has over 7 years of experience in the finance industry. Lia Bertelson 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.
Wade Bramlitt (CRD# 5836679) is an Investment Advisor Representative working at Lpl Financial LLC in Middleburg, FL and has over 13 years of experience in the finance industry.
Frank Buchanan (CRD# 5188561) is an Investment Advisor Representative working at Lpl Financial LLC in Gainesville, FL and has over 17 years of experience in the finance industry.
Jeffrey Camarda (CRD# 1321857) is an Investment Advisor Representative working at Camarda Wealth Advisory Group in Fleming Island, FL and has over 39 years of experience in the finance industry.
Kimberly Camarda (CRD# 2363791) is an Investment Advisor Representative working at Camarda Wealth Advisory Group in Fleming Island, FL and has over 29 years of experience in the finance industry.
Michael Carr (CRD# 2916736) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Gainesville, FL and has over 26 years of experience in the finance industry.
Donna Carroll (CRD# 2586574) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gainesville, FL and has over 17 years of experience in the finance industry.
Lisa Chacon (CRD# 5244124) is an Investment Advisor Representative working at Chacon Diaz & Di Virgilio Wealth Management, LLC in Gainesville, FL and has over 17 years of experience in the finance industry.
Tyler Chacon (CRD# 6682950) is an Investment Advisor Representative working at Chacon Diaz & Di Virgilio Wealth Management, LLC in Gainesville, FL and has over 7 years of experience in the finance industry.
David Chadwick (CRD# 3112314) is an Investment Advisor Representative working at Total Clarity Wealth Management, Inc. in Gainesville, FL and has over 24 years of experience in the finance industry. David Chadwick 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.