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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
John Gordon (CRD# 5553349) is an Investment Advisor Representative working at Lpl Financial LLC in Loxahatchee, FL and has over 15 years of experience in the finance industry.
Lisa Samuels (CRD# 5470140) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Loxahatchee, FL and has over 10 years of experience in the finance industry.
Robert Burns is an Executive Director, Wealth Partner, and Portfolio Manager1 with J.P. Morgan. As a principal of the Burns Nevins Wealth Management Group, he works directly with affluent investors to help them address the complexities of significant wealth.
With over 30 years of experience, Bob strives to be at the forefront of the financial services industry. During the course of his career, Bob has been a financial advisor at several leading firms. He also served as a branch manager, ran a private brokerage operation and was district leader for a New York Stock Exchange member firm. Bob joined...
Kurt Durrwachter (CRD# 4207020) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 23 years of experience in the finance industry. Kurt Durrwachter 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.
Ali Abbas (CRD# 5870573) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Beach, FL and has over 12 years of experience in the finance industry.
David Abitz (CRD# 2650834) is an Investment Advisor Representative working at Convergence Investment Partners, LLC in Palm Beach Gardens, FL and has over 28 years of experience in the finance industry.
Jack Ablin (CRD# 4359773) is an Investment Advisor Representative working at Cresset Asset Management, LLC in West Palm Beach, FL and has 1 year of experience in the finance industry.
Litzbeth Abrahams (CRD# 5650780) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Palm Beach Gardens, FL and has over 14 years of experience in the finance industry.
Robert Abramson (CRD# 2459986) is an Investment Advisor Representative working at Wells Fargo Advisors in Palm Beach Gardens, FL and has over 30 years of experience in the finance industry. Robert Abramson 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.
Ralph Achille (CRD# 5875142) is an Investment Advisor Representative working at Achilles Wealth Management, LLC in Boynton Beach, FL and has over 7 years of experience in the finance industry. Ralph Achille 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.