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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
Sean Chrissinger (CRD# 2360321) is an Investment Advisor Representative working at Lpl Financial LLC in Stuart, FL and has over 28 years of experience in the finance industry.
Patricia Currey (CRD# 4476896) is an Investment Advisor Representative working at Currey Financial Consulting in Stuart, FL and has 1 year of experience in the finance industry. Patricia Currey 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.
Gregory Doctor (CRD# 1100726) is an Investment Advisor Representative working at Lpl Financial LLC in Stuart, FL and has over 23 years of experience in the finance industry.
Joseph Gaviola (CRD# 6402538) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stuart, FL and has over 7 years of experience in the finance industry.
Daniel Herrema (CRD# 3242316) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Stuart, FL and has over 22 years of experience in the finance industry.
Joel Lipton (CRD# 1040940) is an Investment Advisor Representative working at Lipton Capital Management in Stuart, FL and has over 40 years of experience in the finance industry.
James Luongo (CRD# 2176077) is an Investment Advisor Representative working at Lpl Financial LLC in Stuart, FL and has over 30 years of experience in the finance industry.
James Santomauro (CRD# 1007759) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Stuart, FL and has over 40 years of experience in the finance industry.
Jeffery Teach (CRD# 1000862) is an Investment Advisor Representative working at Teach Wealth Management Inc. in Stuart, FL and has over 40 years of experience in the finance industry.
Anthony Asterino (CRD# 2463828) is an Investment Advisor Representative working at Lpl Financial LLC in Stuart, FL and has over 28 years of experience in the finance industry.