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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
Gerald Plachta (CRD# 2760419) is an Investment Advisor Representative working at Lifemark Securities Corp. in Ocala, FL and has over 27 years of experience in the finance industry.
Cami Plaisted (CRD# 5882076) is an Investment Advisor Representative working at Edward Jones in Hernando, FL and has over 13 years of experience in the finance industry.
Christopher Ponds (CRD# 4296912) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Eustis, FL and has over 23 years of experience in the finance industry. Christopher Ponds 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.
Michael Potter (CRD# 6525231) is an Investment Advisor Representative working at True Wealth Financial Group LLC in The Villages, FL and has over 8 years of experience in the finance industry.
Yvena Pouilh (CRD# 4775689) is an Investment Advisor Representative working at Primerica Advisors in Ocala, FL and has over 15 years of experience in the finance industry.
Lance Powers (CRD# 5607722) is an Investment Advisor Representative working at Canopy 360 Wealth, LLC in Ocala, FL and has over 15 years of experience in the finance industry.
Deanna Price (CRD# 6755000) is an Investment Advisor Representative working at Edward Jones in Leesburg, FL and has over 7 years of experience in the finance industry.
Kim Pruitt (CRD# 2370497) is an Investment Advisor Representative working at Lpl Financial LLC in Inverness, FL and has over 30 years of experience in the finance industry.
Kelley Pyles (CRD# 4259286) is an Investment Advisor Representative working at Royal Fund Management, LLC in Lady Lake, FL and has 1 year of experience in the finance industry. Kelley Pyles 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.
Daniel Quirk (CRD# 6739784) is an Investment Advisor Representative working at Bucket List Wealth Management, LLC in The Villages, FL and has over 7 years of experience in the finance industry.