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Distance Only The Villages, 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
Todd Blankenship (CRD# 2846680) is an Investment Advisor Representative working at Wells Fargo Advisors in The Villages, FL and has over 27 years of experience in the finance industry.
William Blankenship (CRD# 4377809) is an Investment Advisor Representative working at Lpl Financial LLC in The Villages, FL and has over 22 years of experience in the finance industry.
Travis Bowersox (CRD# 6454161) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in The Villages, FL and has over 8 years of experience in the finance industry.
Lorie Brady (CRD# 4337279) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Villages, FL and has over 17 years of experience in the finance industry.
Robert Brown (CRD# 4939464) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in The Villages, FL and has over 18 years of experience in the finance industry.
Chad Buchignani (CRD# 6377460) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Villages, FL and has over 9 years of experience in the finance industry.
Ronald Caruso (CRD# 1299239) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Villages, FL and has over 39 years of experience in the finance industry.
Thomas Casey (CRD# 1330365) is an Investment Advisor Representative working at Belpointe Asset Management LLC in The Villages, FL and has over 36 years of experience in the finance industry. Thomas Casey 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.
Dale Cebert (CRD# 2986573) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Villages, FL and has over 23 years of experience in the finance industry.
Huddie Cheney (CRD# 1189962) is an Investment Advisor Representative working at Structured Portfolio Solutions, LLC in The Villages, FL and has over 40 years of experience in the finance industry. Huddie Cheney 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.