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Distance Only Valrico, 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
Douglas Canna (CRD# 2441883) is an Investment Advisor Representative working at Lpl Financial LLC in Valrico, FL and has over 29 years of experience in the finance industry.
Jefferson Dove (CRD# 5452499) is an Investment Advisor Representative working at Edward Jones in Valrico, FL and has over 16 years of experience in the finance industry. Jefferson Dove 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.
Melissa Haskins (CRD# 6175490) is an Investment Advisor Representative working at Edward Jones in Plant City, FL and has over 4 years of experience in the finance industry.
Thomas Heinrichs (CRD# 4942126) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Valrico, FL and has over 17 years of experience in the finance industry.
Erik Ronne (CRD# 3091036) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Valrico, FL and has over 25 years of experience in the finance industry.
Adam Saldana (CRD# 4637202) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Valrico, FL and has over 16 years of experience in the finance industry.
Marvin Sammons (CRD# 4087017) is an Investment Advisor Representative working at Edward Jones in Valrico, FL and has over 24 years of experience in the finance industry.
Marcus Smith (CRD# 6537667) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Valrico, FL and has over 7 years of experience in the finance industry.
Leah Waldrip (CRD# 4403104) is an Investment Advisor Representative working at Lpl Financial LLC in Valrico, FL and has over 22 years of experience in the finance industry.
Adam Banks (CRD# 6912240) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Valrico, FL and has over 5 years of experience in the finance industry.