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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
Eric Linn (CRD# 2138452) is an Investment Advisor Representative working at Lpl Financial LLC in The Villages, FL and has over 28 years of experience in the finance industry. Eric Linn 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Anton Lohn (CRD# 6665809) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Clermont, FL and has over 7 years of experience in the finance industry.
Jamie Losito (CRD# 5988247) is an Investment Advisor Representative working at Canopy 360 Wealth, LLC in Ocala, FL and has over 10 years of experience in the finance industry. Jamie Losito 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.
Fredric Lowe (CRD# 709553) is an Investment Advisor Representative working at Stonex Advisors Inc. in Winter Garden, FL and has over 36 years of experience in the finance industry.
Kerry Luellen (CRD# 2003484) is an Investment Advisor Representative working at Edward Jones in Apopka, FL and has over 34 years of experience in the finance industry. Kerry Luellen 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.
Lesli Luther (CRD# 6851786) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in The Villages, FL and has over 6 years of experience in the finance industry.
Robert Luther (CRD# 4572361) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in The Villages, FL and has over 21 years of experience in the finance industry.
Audrey Mancuso (CRD# 5324890) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 11 years of experience in the finance industry. Audrey Mancuso 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.
John Marcelia (CRD# 4187580) is an Investment Advisor Representative working at M Group in Winter Garden, FL and has over 23 years of experience in the finance industry.
Joseph Marone (CRD# 5025433) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Villages, FL and has over 18 years of experience in the finance industry.