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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 Allen (CRD# 1210763) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Melbourne, FL and has over 32 years of experience in the finance industry. David Allen 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.
Mitchell Allen (CRD# 6847163) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Melbourne, FL and has over 6 years of experience in the finance industry.
Philip Amick (CRD# 2691746) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Melbourne, FL and has over 28 years of experience in the finance industry.
Jay Anderson (CRD# 2821820) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockledge, FL and has over 26 years of experience in the finance industry.
Justin Apakian (CRD# 4578025) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Indianlantic, FL and has over 21 years of experience in the finance industry.
Michael Arbogast (CRD# 2872958) is an Investment Advisor Representative working at Arbogast Financial Advisors, LLC in Melbourne, FL and has over 27 years of experience in the finance industry. Michael Arbogast 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.
James Arnold (CRD# 1755052) is an Investment Advisor Representative working at Arnold Insurance & Financial Services, LLC in Cocoa, FL and has over 21 years of experience in the finance industry. James Arnold 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.
James Aulenti (CRD# 1030010) is an Investment Advisor Representative working at Atlantic Wealth Advisory Services, LLC in Melbourne Beach, FL and has over 37 years of experience in the finance industry.
Steven Aylmer (CRD# 5816369) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Melbourne, FL and has over 7 years of experience in the finance industry.
David Bailey (CRD# 6241388) is an Investment Advisor Representative working at Primerica Advisors in Rockledge, FL and has over 7 years of experience in the finance industry.