-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Brian Ulch (CRD# 6596245) is an Investment Advisor Representative working at Aventail Wealth Management, LLC in Winter Haven, FL and has over 8 years of experience in the finance industry.
Michael Vonberg (CRD# 4944164) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeland, FL and has over 19 years of experience in the finance industry.
Souri Vongvirat (CRD# 4134789) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeland, FL and has over 20 years of experience in the finance industry.
Michael Walker (CRD# 2960002) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeland, FL and has over 26 years of experience in the finance industry.
Hosler Wall (CRD# 2713866) is an Investment Advisor Representative working at Waverly Advisors, LLC in Lakeland, FL and has over 26 years of experience in the finance industry. Hosler Wall 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.
Jeffery Wallace (CRD# 4431001) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lakeland, FL and has over 18 years of experience in the finance industry. Jeffery Wallace 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.
Jack Watkins Jr. (CRD# 2223795) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winter Haven, FL and has over 32 years of experience in the finance industry.
Paul Weaver (CRD# 5475305) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has over 6 years of experience in the finance industry.
James Wells (CRD# 1534949) is an Investment Advisor Representative working at Wells Investments, Inc. in Winter Haven, FL and has over 36 years of experience in the finance industry.
Patricia Wells (CRD# 1233407) is an Investment Advisor Representative working at Wells Investments, Inc. in Winter Haven, FL and has over 39 years of experience in the finance industry.