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Distance Metro area (25 miles)
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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
Kristina Gibson (CRD# 5076009) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Newberry, FL and has over 12 years of experience in the finance industry.
Michael Gracy (CRD# 4374683) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Gainesville, FL and has over 23 years of experience in the finance industry. Michael Gracy 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.
Darla Greer (CRD# 873136) is an Investment Advisor Representative working at Collaborative Wealth in Gainesville, FL and has over 42 years of experience in the finance industry.
Katherine Gross (CRD# 2334019) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Gainesville, FL and has over 30 years of experience in the finance industry.
Kenneth Guard (CRD# 1055460) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cape Coral, FL and has over 41 years of experience in the finance industry. Kenneth Guard 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.
James Halvosa (CRD# 2603382) is an Investment Advisor Representative working at Portfolio Management & Research, Inc. in Gainesville, FL and has over 29 years of experience in the finance industry.
David Hanson (CRD# 4229634) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Gainesville, FL and has over 23 years of experience in the finance industry.
Karen Harvey (CRD# 2487214) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gainesville, FL and has over 25 years of experience in the finance industry.
Mitchell Hay (CRD# 6344587) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 8 years of experience in the finance industry. Mitchell Hay 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.
Jonathan Heise (CRD# 5911913) is an Investment Advisor Representative working at Forecast Financial LLC in Newberry, FL and has over 12 years of experience in the finance industry.