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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
Lia Bertelson (CRD# 6469786) is an Investment Advisor Representative working at Together And/or Together Planning in Gainesville, FL and has over 7 years of experience in the finance industry. Lia Bertelson 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.
Cortes Bicking (CRD# 2751605) is an Investment Advisor Representative working at Lpl Financial LLC in Ocala, FL and has over 27 years of experience in the finance industry.
Elizabeth Blackburn (CRD# 6744476) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Ocala, FL and has over 5 years of experience in the finance industry.
Hunter Bowen (CRD# 4118247) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ocala, FL and has over 24 years of experience in the finance industry.
Kevin Braunschweiger (CRD# 2531967) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ocala, FL and has over 19 years of experience in the finance industry.
Thomas Brinker (CRD# 2666944) is an Investment Advisor Representative working at Edward Jones in Ocala, FL and has over 27 years of experience in the finance industry.
Frank Buchanan (CRD# 5188561) is an Investment Advisor Representative working at Lpl Financial LLC in Gainesville, FL and has over 17 years of experience in the finance industry.
Carl Bucker (CRD# 2344982) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ocala, FL and has over 31 years of experience in the finance industry.
Gustavo Cala (CRD# 5974236) is an Investment Advisor Representative working at Eagle Strategies LLC in Ocala, FL and has over 9 years of experience in the finance industry.
Scott Cameron (CRD# 3015221) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ocala, FL and has 1 year of experience in the finance industry.