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Distance Only Lakewood Ranch, 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
Matthew Burkhalter (CRD# 6836920) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has over 6 years of experience in the finance industry.
Dominic Casanueva (CRD# 4909767) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has over 16 years of experience in the finance industry.
Kevin Clayton (CRD# 6737209) is an Investment Advisor Representative working at Edward Jones in Lakewood Ranch, FL and has over 7 years of experience in the finance industry.
Daniel Crimmins (CRD# 4632134) is an Investment Advisor Representative working at Crimmins Wealth Management, LLC in Woodcliff Lake, NJ and has over 20 years of experience in the finance industry.
Kelly Crockett (CRD# 4561560) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lakewood Ranch, FL and has over 6 years of experience in the finance industry.
James Dailey (CRD# 6132178) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lakewood Ranch, FL and has over 10 years of experience in the finance industry.
Justin Daley (CRD# 5136892) is an Investment Advisor Representative working at Avantax Advisory Services in Lakewood Ranch, FL and has over 17 years of experience in the finance industry.
William Denton (CRD# 2998458) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has over 19 years of experience in the finance industry.
Diane Desilva (CRD# 1305459) is an Investment Advisor Representative working at The Burney Company in Lakewood Ranch, FL and has over 26 years of experience in the finance industry.