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Distance Only Trinity, 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
Patrick Gallagher (CRD# 5624781) is an Investment Advisor Representative working at Lpl Financial LLC in Trinity, FL and has over 14 years of experience in the finance industry.
Cindy Gibson (CRD# 5277723) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Trinity, FL and has over 14 years of experience in the finance industry.
Thomas Halvorsen (CRD# 2746923) is an Investment Advisor Representative working at Lpl Financial LLC in Trinity, FL and has over 25 years of experience in the finance industry. Thomas Halvorsen 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 Heyser (CRD# 6194556) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Trinity, FL and has over 10 years of experience in the finance industry.
Heather Hubbard (CRD# 5566550) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Trinity, FL and has over 14 years of experience in the finance industry.
Ronald May (CRD# 846222) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Trinity, FL and has over 39 years of experience in the finance industry. Ronald May 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.
Patrick McDermott (CRD# 6521454) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Trinity, FL and has over 8 years of experience in the finance industry.
Taylor McDermott (CRD# 6218306) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Trinity, FL and has over 10 years of experience in the finance industry. Taylor McDermott 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.
Amanda Murphy (CRD# 3217397) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Trinity, FL and has over 24 years of experience in the finance industry.
James Noto (CRD# 1030904) is an Investment Advisor Representative working at Independent Financial Group, LLC in Trinity, FL and has over 31 years of experience in the finance industry. James Noto 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.