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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
Lesley Rathbun (CRD# 6091050) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winter Haven, FL and has over 3 years of experience in the finance industry.
Tyler Seymour (CRD# 7113953) is an Investment Advisor Representative working at Ingram Advisory Services, LLC in Winter Haven, FL and has over 2 years of experience in the finance industry.
Jeffrey Spencer (CRD# 2260522) is an Investment Advisor Representative working at Lpl Financial LLC in Winter Haven, FL and has over 23 years of experience in the finance industry.
Mccree Stults (CRD# 6652644) is an Investment Advisor Representative working at Commonwealth Financial Network in Winter Haven, FL and has over 2 years of experience in the finance industry.
Austin Tharp (CRD# 7226410) is an Investment Advisor Representative working at Aventail Wealth Management, LLC in Winter Haven, FL and has over 3 years of experience in the finance industry.
Janet Albritton (CRD# 5383309) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lakeland, FL and has over 16 years of experience in the finance industry.
Keith Albritton (CRD# 2800204) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeland, FL and has over 24 years of experience in the finance industry. Keith Albritton 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.
Mark Alford (CRD# 5963139) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lakeland, FL and has over 12 years of experience in the finance industry. Mark Alford 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.
Mohamad Alhalwani (CRD# 6807057) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Orlando, FL and has over 6 years of experience in the finance industry.
Christopher Allen (CRD# 2343115) is an Investment Advisor Representative working at Edward Jones in Lakeland, FL and has over 13 years of experience in the finance industry.