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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
William Mellas (CRD# 4469954) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lakeland, FL and has over 22 years of experience in the finance industry.
Allen Montgomery (CRD# 1101356) is an Investment Advisor Representative working at Capstone Wealth Management Corp. in Lakeland, FL and has over 37 years of experience in the finance industry.
Paul Morgis (CRD# 1086590) is an Investment Advisor Representative working at Vicus Capital, Inc. in Lakeland, FL and has over 34 years of experience in the finance industry. Paul Morgis 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.
Terence Morton (CRD# 4448218) is an Investment Advisor Representative working at Your Choice Financial LLC in Saint Cloud, FL and has over 22 years of experience in the finance industry.
John Murphy (CRD# 5934783) is an Investment Advisor Representative working at Edward Jones in Auburndale, FL and has over 12 years of experience in the finance industry.
Shane Nelson (CRD# 713314) is an Investment Advisor Representative working at Edward Jones in Bartow, FL and has over 43 years of experience in the finance industry.
James Northrup (CRD# 1803742) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakeland, FL and has over 36 years of experience in the finance industry.
Thomas Oldt (CRD# 2532016) is an Investment Advisor Representative working at Lpl Financial LLC in Winter Haven, FL and has over 28 years of experience in the finance industry.
John Osborne (CRD# 5664127) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeland, FL and has over 15 years of experience in the finance industry.
Derek Oxford (CRD# 4841551) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 19 years of experience in the finance industry. Derek Oxford 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.