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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
Bryan Beamer (CRD# 4756995) is an Investment Advisor Representative working at Iplan in Winter Haven, FL and has over 15 years of experience in the finance industry.
Richard Bernard (CRD# 6762344) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 7 years of experience in the finance industry. Richard Bernard 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.
Lorin Bice (CRD# 4366292) is an Investment Advisor Representative working at Lpl Financial LLC in Winter Haven, FL and has over 23 years of experience in the finance industry.
Gerald Black (CRD# 811414) is an Investment Advisor Representative working at James I. Black & Company in Lakeland, FL and has over 9 years of experience in the finance industry.
John Bockover (CRD# 5052217) is an Investment Advisor Representative working at Edward Jones in Auburndale, FL and has over 18 years of experience in the finance industry.
Alberto Bonfil (CRD# 4791151) is an Investment Advisor Representative working at Edward Jones in Lakeland, FL and has over 17 years of experience in the finance industry.
Tracey Bourdon (CRD# 1839113) is an Investment Advisor Representative working at Edward Jones in Winter Haven, FL and has over 36 years of experience in the finance industry.
Lydia Boyd (CRD# 4156632) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lakeland, FL and has over 21 years of experience in the finance industry.
Marion P Brawley (CRD# 856366) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winter Haven, FL and has over 41 years of experience in the finance industry.
Starla Buchanon (CRD# 1812574) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lakeland, FL and has over 36 years of experience in the finance industry.