-
Distance Only Delray Beach, FL
-
COMPENSATION Either
-
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
Jeffrey Rivlin (CRD# 1769343) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Delray Beach, FL and has over 36 years of experience in the finance industry.
Alberto Rodriguez (CRD# 6836872) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Delray Beach, FL and has over 6 years of experience in the finance industry.
Gregory Roventini (CRD# 2271059) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Delray Beach, FL and has over 31 years of experience in the finance industry.
Jay Rowley (CRD# 2009153) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Delray Beach, FL and has over 22 years of experience in the finance industry.
Barry Rubin (CRD# 2176696) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Delray Beach, FL and has over 32 years of experience in the finance industry.
Bradley Rubin (CRD# 3124047) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Delray Beach, FL and has over 25 years of experience in the finance industry.
Gary Russell (CRD# 855010) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Delray Beach, FL and has over 39 years of experience in the finance industry.
Marc Russell (CRD# 5020992) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.
Marc co-founded AdvicePeriod in 2013 after serving as a Managing Director at Convergent Wealth Advisors. He believes that clients are best served by an advisor who truly integrates all facets of their financial lives including investment strategy, cash flow planning, taxes (estate, gift, and income), philanthropy, and family governance.
Marc graduated cum laude from Amherst College and obtained an MBA from the Wharton...
Gary Scharf (CRD# 4640779) is an Investment Advisor Representative working at Gary Scharf Advisors, LLC in Delray Beach, FL and has over 10 years of experience in the finance industry.
Justin Scheckner (CRD# 2923356) is an Investment Advisor Representative working at Lpl Financial LLC in Delray Beach, FL and has over 20 years of experience in the finance industry. Justin Scheckner 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.