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Distance Only Tampa, 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
Randy Kurtz (CRD# 4579297) is an Investment Advisor Representative working at Betavisor, LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Betavisor was founded with one simple aim; to reduce risk without harming expected returns. Our clients are focused on "locking in" their retirement pace through diversification and tax management.
A nationally recognized expert on risk who's obsessed with statistics, Randy challenges conventional wisdom around risk, return, diversification, asset allocation and financial planning. He developed the DataDriven Process™ to...
Laurie Braulick (CRD# 1568481) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 36 years of experience in the finance industry.
Frank Brawley (CRD# 4696496) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tampa, FL and has over 19 years of experience in the finance industry.
Robert Bray (CRD# 1296539) is an Investment Advisor Representative working at Jaffe Tilchin Investment Partners, LLC in Tampa, FL and has over 23 years of experience in the finance industry.
Brett Breen (CRD# 5317564) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tampa, FL and has over 16 years of experience in the finance industry.
Jeffrey Breese (CRD# 4240878) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 23 years of experience in the finance industry.
Matthew Breimayer (CRD# 4817098) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 19 years of experience in the finance industry.
Ryan Brems (CRD# 3150910) is an Investment Advisor Representative working at Equitable Advisors, LLC in Tampa, FL and has over 12 years of experience in the finance industry.
James Brennan (CRD# 4570480) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Tampa, FL and has over 2 years of experience in the finance industry. James Brennan 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.
Thomas Brewer (CRD# 2240785) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 32 years of experience in the finance industry.
Charles Brill (CRD# 2499937) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Tampa, FL and has over 29 years of experience in the finance industry.