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Distance Only Crystal River, 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
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.
Amy Barbieri (CRD# 4830560) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Crystal River, FL and has over 16 years of experience in the finance industry.
Edmund Barry (CRD# 3079952) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Crystal River, FL and has over 25 years of experience in the finance industry.
Andrew Breese (CRD# 4733257) is an Investment Advisor Representative working at Edward Jones in Crystal River, FL and has over 19 years of experience in the finance industry.
Carolyn Caffee (CRD# 1674141) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Crystal River, FL and has over 30 years of experience in the finance industry.
Scott Greene (CRD# 3132867) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Crystal River, FL and has over 7 years of experience in the finance industry.
James McLaughlin (CRD# 1015684) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Crystal River, FL and has over 40 years of experience in the finance industry.
Candy Murphy (CRD# 4956423) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Crystal River, FL and has over 18 years of experience in the finance industry.
Mark O'connell (CRD# 1701436) is an Investment Advisor Representative working at Crown Capital Securities, LP in Crystal River, FL and has over 36 years of experience in the finance industry.
Phillip O'dell (CRD# 2275130) is an Investment Advisor Representative working at Edward Jones in Crystal River, FL and has over 31 years of experience in the finance industry.