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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
Lisa Drake (CRD# 4355836) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in West Palm Beach, FL and has over 22 years of experience in the finance industry.
Robert Dunkin (CRD# 5808739) is an Investment Advisor Representative working at Cresset Asset Management, LLC in West Palm Beach, FL and has over 13 years of experience in the finance industry.
Kathleen Eastwick (CRD# 1011588) is an Investment Advisor Representative working at Ubs Financial Services Inc. in West Palm Beach, FL and has over 27 years of experience in the finance industry.
Phillip Edwards (CRD# 1524492) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in West Palm Beach, FL and has over 13 years of experience in the finance industry.
Keith Egbert (CRD# 6006987) is an Investment Advisor Representative working at The Ayco Company, LP in West Palm Beach, FL and has over 11 years of experience in the finance industry.
Mark Elhilow (CRD# 2948028) is an Investment Advisor Representative working at Blue Ocean Capital in West Palm Beach, FL and has over 26 years of experience in the finance industry.
Keith Epstein (CRD# 2519258) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in West Palm Beach, FL and has over 29 years of experience in the finance industry. Keith Epstein 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.
Samuel Faria (CRD# 6530928) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in West Palm Beach, FL and has over 7 years of experience in the finance industry.
Lori Fernicola (CRD# 4224547) is an Investment Advisor Representative working at Castle Wealth Management in West Palm Beach, FL and has over 18 years of experience in the finance industry. Lori Fernicola 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.
Andrew Fleschner (CRD# 3226126) is an Investment Advisor Representative working at Fleschner Investments in West Palm Beach, FL and has over 24 years of experience in the finance industry.