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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
Jerold Johnson (CRD# 5548047) is an Investment Advisor Representative working at Cuso Financial Services in Ocala, FL and has over 15 years of experience in the finance industry.
Jared Kirby (CRD# 5990489) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Inverness, FL and has over 11 years of experience in the finance industry.
Robert Kosty (CRD# 1408742) is an Investment Advisor Representative working at Lifemark Securities Corp. in Hernando, FL and has over 23 years of experience in the finance industry.
Marc Lawrence (CRD# 5828039) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Homosassa, FL and has over 13 years of experience in the finance industry.
Kevin Ledzian (CRD# 3030626) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Ocala, FL and has over 25 years of experience in the finance industry.
Scott Lee (CRD# 3039113) is an Investment Advisor Representative working at Edward Jones in Inverness, FL and has over 26 years of experience in the finance industry.
Jacob Lewis (CRD# 5569018) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brooksville, FL and has over 13 years of experience in the finance industry. Jacob Lewis 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 Linehan (CRD# 1172344) is an Investment Advisor Representative working at Park Avenue Securities LLC in Hernando, FL and has over 36 years of experience in the finance industry.
John McDonald (CRD# 2269702) 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.
William McLeod (CRD# 1029890) is an Investment Advisor Representative working at Mml Investors Services, LLC in Ocala, FL and has over 22 years of experience in the finance industry.