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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
Dana Stegman (CRD# 2428973) is an Investment Advisor Representative working at Edward Jones in Weeki Wachee, FL and has over 28 years of experience in the finance industry.
Wilson Tovar (CRD# 7604260) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Weeki Wachee, FL and has 1 year of experience in the finance industry.
Basil Allison (CRD# 1237620) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Spring Hill, FL and has over 34 years of experience in the finance industry.
Lois Alston (CRD# 2959099) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dade City, FL and has over 22 years of experience in the finance industry.
Ryan Alston (CRD# 6078966) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dade City, FL and has over 10 years of experience in the finance industry.
James Anna (CRD# 2139200) is an Investment Advisor Representative working at Lincoln Investment in Odessa, FL and has over 27 years of experience in the finance industry. James Anna 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.
Erick Arnett (CRD# 5007131) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Brooksville, FL and has over 18 years of experience in the finance industry.
James Aten (CRD# 1163616) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Spring Hill, FL and has over 40 years of experience in the finance industry.
Conrad Bailey (CRD# 4661921) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Spring Hill, FL and has over 19 years of experience in the finance industry.