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Distance Only Indian Harbour Beach, FL
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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
Derek Boucher (CRD# 2832514) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Indian Harbour Beach, FL and has over 27 years of experience in the finance industry.
James Bowen (CRD# 2414278) is an Investment Advisor Representative working at Lpl Financial LLC in Indian Harbour Beach, FL and has over 30 years of experience in the finance industry.
Michael Byrd (CRD# 4962824) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Harbour Beach, FL and has over 18 years of experience in the finance industry.
Ryan Franco (CRD# 5914926) is an Investment Advisor Representative working at Lpl Financial LLC in Indian Harbour Beach, FL and has over 5 years of experience in the finance industry.
Diana Jabbour (CRD# 4181924) is an Investment Advisor Representative working at Lpl Financial LLC in Indian Harbour Beach, FL and has over 22 years of experience in the finance industry.
Julie Kirkpatrick (CRD# 4469526) is an Investment Advisor Representative working at Lang Asset Management, Inc. in Indian Harbour Beach, FL and has 1 year of experience in the finance industry.
Robert Lang (CRD# 1976498) is an Investment Advisor Representative working at Lang Asset Management, Inc. in Indian Harbour Beach, FL and has over 27 years of experience in the finance industry.
Michelle McDonald (CRD# 6444933) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Indian Harbour Beach, FL and has over 8 years of experience in the finance industry.
Theresa Pohlman (CRD# 2295884) is an Investment Advisor Representative working at Lpl Financial LLC in Indian Harbour Beach, FL and has over 27 years of experience in the finance industry.
Marcel Pope (CRD# 2883027) is an Investment Advisor Representative working at Lpl Financial LLC in Indian Harbour Beach, FL and has over 26 years of experience in the finance industry. Marcel Pope 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.