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Distance Only Lake Mary, 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
Justin Feather (CRD# 4777241) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 19 years of experience in the finance industry.
Jennifer Ferguson (CRD# 2982612) is an Investment Advisor Representative working at Symphony Financial Team in Lake Mary, FL and has over 26 years of experience in the finance industry. Jennifer Ferguson 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.
Richard Ferrer (CRD# 4670069) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Lake Mary, FL and has over 13 years of experience in the finance industry.
Richard Gailey (CRD# 2192928) is an Investment Advisor Representative working at The Strategic Financial Alliance in Lake Mary, FL and has over 16 years of experience in the finance industry. Richard Gailey 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 Gay (CRD# 5097626) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has over 8 years of experience in the finance industry.
Francesca Gilchrist (CRD# 4149216) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lake Mary, FL and has over 19 years of experience in the finance industry. Francesca Gilchrist 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.
Matthew Giles (CRD# 5652239) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 13 years of experience in the finance industry. Matthew Giles 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.
William Hamer (CRD# 1918561) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has over 28 years of experience in the finance industry.
Melvin Hamilton (CRD# 1369673) is an Investment Advisor Representative working at Chandler Asset Management Inc. in Lake Mary, FL and has over 16 years of experience in the finance industry.
Sally Hanley-Whitworth (CRD# 2030758) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has over 34 years of experience in the finance industry. Sally Hanley-Whitworth 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.