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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...
Brandon Bowen (CRD# 6508671) is an Investment Advisor Representative working at Morgan Stanley in Tampa, FL and has over 8 years of experience in the finance industry.
Warren Bowman (CRD# 1246527) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 40 years of experience in the finance industry.
John Boyer (CRD# 1981777) is an Investment Advisor Representative working at John Boyer, Inc. in Tampa, FL and has over 34 years of experience in the finance industry. John Boyer 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.
Lynne Boyle (CRD# 6011710) is an Investment Advisor Representative working at Park Avenue Securities LLC in Tampa, FL and has over 6 years of experience in the finance industry.
Craig Brand (CRD# 2744584) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 27 years of experience in the finance industry.
Marcus Brandenburg (CRD# 2899667) is an Investment Advisor Representative working at Psi Advisors, LLC in Tampa, FL and has over 26 years of experience in the finance industry.
Ryan Brannon (CRD# 5580711) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tampa, FL and has over 11 years of experience in the finance industry.
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.