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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...
John Benitoa (CRD# 4296932) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tampa, FL and has over 22 years of experience in the finance industry.
Todd Benschneider (CRD# 7023517) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 5 years of experience in the finance industry.
Raymond Berard (CRD# 3012202) is an Investment Advisor Representative working at Park Avenue Securities LLC in Tampa, FL and has over 23 years of experience in the finance industry.
Damien Bertucelli (CRD# 4417516) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Tampa, FL and has over 19 years of experience in the finance industry.
John Besse (CRD# 6270304) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Tampa, FL and has over 9 years of experience in the finance industry.
Timothy Best (CRD# 4579896) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Tampa, FL and has over 21 years of experience in the finance industry. Timothy Best 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.
Troy Betthauser (CRD# 4313458) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 23 years of experience in the finance industry.
Kultar Bindra (CRD# 6147537) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Tampa, FL and has over 11 years of experience in the finance industry. Kultar Bindra 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.
William Bird (CRD# 4898024) is an Investment Advisor Representative working at Fisher Investments in Tampa, FL and has over 17 years of experience in the finance industry. William Bird 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.
Heidi Bishop (CRD# 4378060) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Tampa, FL and has over 22 years of experience in the finance industry.