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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
Charles (chad) Atkins (CRD# 4808551) is an Investment Advisor Representative working at Private Capital Management in Naples, FL and has over 5 years of experience in the finance industry.
Edgar Atnip (CRD# 1694951) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fort Myers, FL and has over 30 years of experience in the finance industry.
Sagen Augustin (CRD# 5798064) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Bonita Springs, FL and has over 14 years of experience in the finance industry. Sagen Augustin 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.
Adam Aulestia (CRD# 4545056) is an Investment Advisor Representative working at Aulestia Ventures in Naples, FL and has over 21 years of experience in the finance industry. Adam Aulestia 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.
Timothy Aumann (CRD# 4748247) is an Investment Advisor Representative working at Edward Jones in Fort Myers, FL and has over 20 years of experience in the finance industry. Timothy Aumann 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.
Dan Baer (CRD# 4556250) is an Investment Advisor Representative working at Hbks Wealth Advisors in Naples, FL and has over 23 years of experience in the finance industry.
Andrew Baker (CRD# 5753450) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Naples, FL and has over 14 years of experience in the finance industry. Andrew Baker 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.
Carroll Baker (CRD# 5051537) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Naples, FL and has over 18 years of experience in the finance industry.
Andrew Banks (CRD# 1186771) is an Investment Advisor Representative working at Wells Fargo Advisors in Naples, FL and has over 40 years of experience in the finance industry.
Carolyn Bare (CRD# 5499563) is an Investment Advisor Representative working at Lpl Financial LLC in Cape Coral, FL and has over 15 years of experience in the finance industry.