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Distance Only Stuart, FL
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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
Craig Lappen (CRD# 1726355) is an Investment Advisor Representative working at Twenty-first Century Financial Advisors Inc. in Stuart, FL and has over 33 years of experience in the finance industry. Craig Lappen 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.
Victoria Leblanc (CRD# 6284286) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Stuart, FL and has over 7 years of experience in the finance industry.
Karen Lemay (CRD# 1826413) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stuart, FL and has over 23 years of experience in the finance industry.
Christopher Lesser (CRD# 3237218) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Stuart, FL and has over 24 years of experience in the finance industry. Christopher Lesser 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 Lipka (CRD# 5088382) is an Investment Advisor Representative working at Robert Henry Wealth Management, LLC in Stuart, FL and has over 18 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 42 years of experience in the finance industry.
Anthony Losh (CRD# 3135771) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Stuart, FL and has over 25 years of experience in the finance industry. Anthony Losh 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 Lovett (CRD# 735487) is an Investment Advisor Representative working at Index Portfolio Advisors, LLC in Stuart, FL and has over 42 years of experience in the finance industry. John Lovett 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.
Albert Lucci (CRD# 1729526) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Stuart, FL and has over 36 years of experience in the finance industry.
David Lum (CRD# 1412965) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Stuart, FL and has over 36 years of experience in the finance industry. David Lum 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.