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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...
Manuel Alicea (CRD# 5461044) is an Investment Advisor Representative working at Independent Financial Partners in Tampa, FL and has over 16 years of experience in the finance industry.
Robert Allen (CRD# 4747944) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in Tampa, FL and has over 20 years of experience in the finance industry.
Bryce Alley (CRD# 6742920) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tampa, FL and has over 6 years of experience in the finance industry.
Richard Alley (CRD# 2760535) is an Investment Advisor Representative working at Stronghold Wealth Management LLC in Tampa, FL and has over 27 years of experience in the finance industry.
Amanda Almorado (CRD# 6364364) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in Tampa, FL and has over 8 years of experience in the finance industry.
Robert Alvarez (CRD# 2356124) is an Investment Advisor Representative working at Nbc Securities, Inc. in Tampa, FL and has over 30 years of experience in the finance industry. Robert Alvarez 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.
Keith Amburgey (CRD# 2313912) is an Investment Advisor Representative working at Rutherford Asset Planning, Inc. in Tampa, FL and has over 30 years of experience in the finance industry. Keith Amburgey 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.
Mads Andersen (CRD# 6656772) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Tampa, FL and has over 7 years of experience in the finance industry.
David Anderson (CRD# 1063281) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Tampa, FL and has over 39 years of experience in the finance industry.
Jeffrey Anderson (CRD# 4007848) is an Investment Advisor Representative working at Mml Investors Services, LLC in Tampa, FL and has over 22 years of experience in the finance industry.