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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
Stephen Kelly (CRD# 2480536) is an Investment Advisor Representative working at Lpl Financial LLC in Dunedin, FL and has over 29 years of experience in the finance industry.
Michelle Mabry (CRD# 1987030) is an Investment Advisor Representative working at Client 1st Advisory Group in Dunedin, FL and has over 34 years of experience in the finance industry. Michelle Mabry 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.
Paul Martin (CRD# 2930772) is an Investment Advisor Representative working at Lpl Financial LLC in Dunedin, FL and has over 25 years of experience in the finance industry.
Christ Mavrakos (CRD# 1793086) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Dunedin, FL and has over 29 years of experience in the finance industry. Christ Mavrakos 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.
Jordan Mavrakos (CRD# 6807665) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Dunedin, FL and has over 6 years of experience in the finance industry.
Taylor Mavrakos (CRD# 6532164) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Dunedin, FL and has over 8 years of experience in the finance industry.
Daniel McArthur (CRD# 2198717) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Dunedin, FL and has over 32 years of experience in the finance industry.
Peter Nguyen (CRD# 5452381) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Dunedin, FL and has over 15 years of experience in the finance industry.
Craig Phillips (CRD# 2066182) is an Investment Advisor Representative working at Client 1st Advisory Group in Dunedin, FL and has over 31 years of experience in the finance industry. Craig Phillips 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.
Michael Ross (CRD# 6073269) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dunedin, FL and has over 8 years of experience in the finance industry.