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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...
Steve Athanassie (CRD# 1329148) is an Investment Advisor Representative working at Independent Financial Partners in Tampa, FL and has over 30 years of experience in the finance industry. Steve Athanassie 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.
Maria Atkinson (CRD# 5064634) is an Investment Advisor Representative working at Nbc Securities, Inc. in Tampa, FL and has over 9 years of experience in the finance industry.
Caleb Augustt (CRD# 6698460) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tampa, FL and has over 5 years of experience in the finance industry.
Marc Avadikian (CRD# 5963604) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tampa, FL and has over 6 years of experience in the finance industry.
Michael Avadikian (CRD# 2580692) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tampa, FL and has over 28 years of experience in the finance industry.
Crystal Bahr (CRD# 5064355) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tampa, FL and has over 16 years of experience in the finance industry.
Austin Bailey (CRD# 6617314) is an Investment Advisor Representative working at Fisher Investments in Tampa, FL and has over 7 years of experience in the finance industry.
Eric Bailey (CRD# 2327900) is an Investment Advisor Representative working at Captrust in Tampa, FL and has over 30 years of experience in the finance industry.
David Baland (CRD# 2164956) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 32 years of experience in the finance industry.
Brooke Banning (CRD# 6757117) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tampa, FL and has over 6 years of experience in the finance industry.