-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Scott Diehl (CRD# 4839544) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Tampa, FL and has over 19 years of experience in the finance industry.
Jeffrey Diercks (CRD# 4843277) is an Investment Advisor Representative working at Intrust Advisors, Inc. in Tampa, FL and has 1 year of experience in the finance industry.
Eric Difrancesco (CRD# 2647600) is an Investment Advisor Representative working at Investors Choice in Tampa, FL and has over 28 years of experience in the finance industry.
Michael Dixon (CRD# 2854978) is an Investment Advisor Representative working at The Colony Group, LLC in Tampa, FL and has over 27 years of experience in the finance industry. Michael Dixon 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 Drozda (CRD# 6315050) is an Investment Advisor Representative working at Equis Group LLC in Tampa, FL and has over 10 years of experience in the finance industry.
James Filipek (CRD# 5484661) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tampa, FL and has over 16 years of experience in the finance industry.
James Fischer (CRD# 2277016) is an Investment Advisor Representative working at Post Resch Tallon Group in Tampa, FL and has over 31 years of experience in the finance industry.
Sharon Flaspohler (CRD# 2805451) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 22 years of experience in the finance industry.
Robert Fleming (CRD# 5417701) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tampa, FL and has over 16 years of experience in the finance industry.
Casey Fulp (CRD# 5179021) is an Investment Advisor Representative working at Carriage House Planning LLC in Tampa, FL and has over 13 years of experience in the finance industry. Casey Fulp 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.