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Distance Only Tarpon Springs, 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
John Kenney (CRD# 3084401) is an Investment Advisor Representative working at Captrust in Tarpon Springs, FL and has over 23 years of experience in the finance industry.
John Koulianos (CRD# 2756035) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tarpon Springs, FL and has over 16 years of experience in the finance industry.
John Kuntz (CRD# 2027234) is an Investment Advisor Representative working at Lpl Financial LLC in Tarpon Springs, FL and has over 31 years of experience in the finance industry. John Kuntz 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.
Richard Lundahl (CRD# 5563046) is an Investment Advisor Representative working at Edward Jones in Tarpon Springs, FL and has over 15 years of experience in the finance industry.
Ryan McCarty (CRD# 5822217) is an Investment Advisor Representative working at Barlas O'reilly Wealth Management, LLC in Tarpon Springs, FL and has over 13 years of experience in the finance industry.
Terrence O'reilly (CRD# 6013446) is an Investment Advisor Representative working at Barlas O'reilly Wealth Management, LLC in Tarpon Springs, FL and has over 12 years of experience in the finance industry. Terrence O'reilly 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.
Anne Peterson (CRD# 4074815) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tarpon Springs, FL and has over 18 years of experience in the finance industry.
John Putnam (CRD# 369059) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tarpon Springs, FL and has over 44 years of experience in the finance industry.
Danielle Reidy (CRD# 3163157) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tarpon Springs, FL and has over 24 years of experience in the finance industry.
Emmanuel Tsesmelis (CRD# 2345031) is an Investment Advisor Representative working at Lpl Financial LLC in Tarpon Springs, FL and has over 30 years of experience in the finance industry.