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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
Patrick Fitzpatrick (CRD# 5829040) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brooksville, FL and has over 13 years of experience in the finance industry.
Keith Forrest (CRD# 2646414) is an Investment Advisor Representative working at Lpl Financial LLC in Spring Hill, FL and has over 28 years of experience in the finance industry.
Linda Fox (CRD# 4152983) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Trinity, FL and has over 23 years of experience in the finance industry. Linda Fox 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.
Ronald Francis (CRD# 6316555) is an Investment Advisor Representative working at Edward Jones in Inverness, FL and has over 9 years of experience in the finance industry.
Meredith Freeman (CRD# 4418577) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 22 years of experience in the finance industry.
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.
Lawrence Gardner (CRD# 5411379) is an Investment Advisor Representative working at Lpl Financial LLC in Lutz, FL and has over 16 years of experience in the finance industry.
William Gardner (CRD# 3020106) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Spring Hill, FL and has over 25 years of experience in the finance industry.
Keith Garner (CRD# 5318725) is an Investment Advisor Representative working at Synovus Securities, Inc. in Wesley Chapel, FL and has over 16 years of experience in the finance industry.
Brian George (CRD# 5533597) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 15 years of experience in the finance industry.