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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
Kevin Daley (CRD# 7154371) is an Investment Advisor Representative working at Lifestyle Freedom Advisory Group, LLC in Bradenton, FL and has over 5 years of experience in the finance industry.
Melissa De La Pena (CRD# 7022472) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bradenton, FL and has over 5 years of experience in the finance industry.
Brian Deblauw (CRD# 7371480) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Lakewood Ranch, FL and has over 2 years of experience in the finance industry.
Mihail Dobrinov (CRD# 7624425) is an Investment Advisor Representative working at Trimon Capital in Lakewood Ranch, FL and has 1 year of experience in the finance industry.
Shane Eighme (CRD# 4210235) is an Investment Advisor Representative working at Truvestments Capital LLC in Sarasota, FL and has over 21 years of experience in the finance industry.
Alexander Gelbert (CRD# 4957343) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sarasota, FL and has over 9 years of experience in the finance industry.
Riley Giauque (CRD# 7180635) is an Investment Advisor Representative working at Lpl Financial LLC in Port Charlotte, FL and has over 3 years of experience in the finance industry.
Shelley Greenwood-Lafoe (CRD# 2400627) is an Investment Advisor Representative working at Wells Fargo Advisors in Lakewood Ranch, FL and has over 29 years of experience in the finance industry.
Isoldy Guzman (CRD# 7476320) is an Investment Advisor Representative working at Synovus Securities, Inc. in Port Charlotte, FL and has 1 year of experience in the finance industry.
Kati Hays (CRD# 7604646) is an Investment Advisor Representative working at Edward Jones in Englewood, FL and has 1 year of experience in the finance industry.