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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
David Niles (CRD# 1422296) is an Investment Advisor Representative working at Lpl Financial LLC in Oxford, FL and has over 37 years of experience in the finance industry. David Niles 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.
Chad Noble (CRD# 4774817) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Villages, FL and has over 19 years of experience in the finance industry.
Allison Norcutt (CRD# 5084384) is an Investment Advisor Representative working at Lpl Financial LLC in The Villages, FL and has over 15 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.
Karen Obrien (CRD# 1678565) is an Investment Advisor Representative working at Lifemark Securities Corp. in Ocala, FL and has over 16 years of experience in the finance industry.
Philip Olstein (CRD# 1303035) is an Investment Advisor Representative working at Principal Securities, Inc. in Ocala, FL and has over 29 years of experience in the finance industry.
Casey Orourke (CRD# 5232499) is an Investment Advisor Representative working at Lpl Financial LLC in The Villages, FL and has over 17 years of experience in the finance industry.
Kelly Pabst (CRD# 6222038) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocala, FL and has over 9 years of experience in the finance industry.
Clay Palmer (CRD# 5593882) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in The Villages, FL and has over 15 years of experience in the finance industry.
Gregory Panjian (CRD# 5507105) is an Investment Advisor Representative working at Edward Jones in The Villages, FL and has over 16 years of experience in the finance industry.