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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
William Grafton (CRD# 227027) is an Investment Advisor Representative working at Lpl Financial LLC in Winter Park, FL and has over 44 years of experience in the finance industry.
John Greene (CRD# 6530871) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winter Park, FL and has over 8 years of experience in the finance industry. John Greene 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.
William Griffin (CRD# 2813349) is an Investment Advisor Representative working at W.a. Griffin Financial Services Inc. in Winter Park, FL and has over 25 years of experience in the finance industry.
Derek Grimm (CRD# 3000890) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Winter Park, FL and has over 24 years of experience in the finance industry. Derek Grimm 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.
Olivier Guerin (CRD# 2713473) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Winter Park, FL and has over 27 years of experience in the finance industry.
David Gulacsy (CRD# 5584342) is an Investment Advisor Representative working at Sandhill Wealth Management, Inc. in Winter Park, FL and has over 15 years of experience in the finance industry.
Howard Harris (CRD# 1259826) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winter Park, FL and has over 39 years of experience in the finance industry.
Parker Harris (CRD# 6152692) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winter Park, FL and has over 10 years of experience in the finance industry.
Jennifer Herzog (CRD# 5011109) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winter Park, FL and has over 18 years of experience in the finance industry.
Michael Hlavek (CRD# 3189588) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winter Park, FL and has over 23 years of experience in the finance industry. Michael Hlavek 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.