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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
Daniel Adel (CRD# 1712429) is an Investment Advisor Representative working at Planmember Securities Corporation in Lake City, FL and has over 36 years of experience in the finance industry.
David Adel (CRD# 1836080) is an Investment Advisor Representative working at Planmember Securities Corporation in Lake City, FL and has over 35 years of experience in the finance industry.
Clarence Brown (CRD# 3138130) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake City, FL and has over 8 years of experience in the finance industry. Clarence Brown 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.
Charles Cowen (CRD# 5247409) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake City, FL and has over 10 years of experience in the finance industry.
Abigail Dicks (CRD# 6259125) is an Investment Advisor Representative working at Edward Jones in Lake City, FL and has over 5 years of experience in the finance industry.
Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.
Alisa Epperson (CRD# 6892731) is an Investment Advisor Representative working at Edward Jones in Lake City, FL and has over 5 years of experience in the finance industry.
Tammy Hall (CRD# 4291992) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake City, FL and has over 12 years of experience in the finance industry.
Steven Jones (CRD# 2381102) is an Investment Advisor Representative working at Edward Jones in Lake City, FL and has over 29 years of experience in the finance industry.
John Kasak (CRD# 4247376) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lake City, FL and has 1 year of experience in the finance industry.