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Distance Only Clermont, FL
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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
John Copeland (CRD# 7674709) is an Investment Advisor Representative working at Jb Meridian Advisors, LLC in Clermont, FL and has 1 year of experience in the finance industry.
Orville Davy (CRD# 6890887) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Clermont, FL and has 1 year of experience in the finance industry.
Colin Denney (CRD# 7676015) is an Investment Advisor Representative working at Lincoln Investment in Clermont, FL and has 1 year of experience in the finance industry.
James Dillard (CRD# 2684860) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Clermont, FL and has over 28 years of experience in the finance industry.
Nicholas Ellison (CRD# 6817985) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Clermont, FL and has over 4 years of experience in the finance industry.
Nicole Granakos (CRD# 6644163) is an Investment Advisor Representative working at Prudential Financial Planning Services in Clermont, FL and has over 3 years of experience in the finance industry.
Matthew Jones (CRD# 6656287) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Clermont, FL and has 1 year of experience in the finance industry.
Kalli Le Jeune (CRD# 6158491) is an Investment Advisor Representative working at Edward Jones in Clermont, FL and has over 2 years of experience in the finance industry.
Rachel Stewart (CRD# 5657723) is an Investment Advisor Representative working at Edward Jones in Clermont, FL and has 1 year of experience in the finance industry.
Heather Thies (CRD# 5057153) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clermont, FL and has over 13 years of experience in the finance industry.