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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
Brenda Barrett (CRD# 4800525) is an Investment Advisor Representative working at Allegiance Financial Advisors, Inc. in Jacksonville, FL and has over 19 years of experience in the finance industry.
Jonathan Barry (CRD# 6425606) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 9 years of experience in the finance industry.
Kaitlin Basso (CRD# 6195139) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 10 years of experience in the finance industry.
Phillip Batchelder (CRD# 1862856) is an Investment Advisor Representative working at Prudential Financial Planning Services in Jacksonville, FL and has over 23 years of experience in the finance industry.
Carole Bauman (CRD# 6098535) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 11 years of experience in the finance industry.
John Beamer (CRD# 5915605) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 12 years of experience in the finance industry.
Franklin Beard (CRD# 821381) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jacksonville, FL and has over 32 years of experience in the finance industry.
Jon Beard (CRD# 4747796) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 19 years of experience in the finance industry.
Tiffany Beard (CRD# 5013468) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Jacksonville, FL and has over 18 years of experience in the finance industry. Tiffany Beard 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.
Benjamin Beatty (CRD# 2827034) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 27 years of experience in the finance industry.