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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
Joshua Sanders (CRD# 5337995) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brooksville, FL and has over 14 years of experience in the finance industry.
Richard Shaw (CRD# 4703274) is an Investment Advisor Representative working at Edward Jones in Brooksville, FL and has over 8 years of experience in the finance industry.
William Smith (CRD# 2407268) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brooksville, FL and has over 17 years of experience in the finance industry. William Smith 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 Wheeles (CRD# 2805663) is an Investment Advisor Representative working at Edward Jones in Brooksville, FL and has over 27 years of experience in the finance industry.
John Martz (CRD# 4683745) is an Investment Advisor Representative working at Quaestor Financial, LLC in Brooksville, FL and has 1 year of experience in the finance industry. John Martz 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.
Brittney McAuley (CRD# 7624519) is an Investment Advisor Representative working at Edward Jones in Brooksville, FL and has 1 year of experience in the finance industry.
Basil Allison (CRD# 1237620) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Spring Hill, FL and has over 34 years of experience in the finance industry.
Tracy Alm (CRD# 3271499) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Crystal River, FL and has over 24 years of experience in the finance industry. Tracy Alm 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.
Lois Alston (CRD# 2959099) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dade City, FL and has over 22 years of experience in the finance industry.