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Distance Only Lutz, 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
Kelli Coloret (CRD# 2787917) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lutz, FL and has over 17 years of experience in the finance industry.
Andrew Cooper (CRD# 5957215) is an Investment Advisor Representative working at Lincoln Investment in Lutz, FL and has over 11 years of experience in the finance industry.
Kimberly Cox (CRD# 3025282) is an Investment Advisor Representative working at Lincoln Investment in Lutz, FL and has over 25 years of experience in the finance industry.
Stephen Dalfino (CRD# 2667440) is an Investment Advisor Representative working at Lincoln Investment in Lutz, FL and has over 28 years of experience in the finance industry.
Donna Delmar (CRD# 1649124) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lutz, FL and has over 7 years of experience in the finance industry.
Joseph Dipaolo (CRD# 5879175) is an Investment Advisor Representative working at Dipaolo Financial Group, Inc. in Lutz, FL and has over 13 years of experience in the finance industry. Joseph Dipaolo 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.
Babubhai Doshi (CRD# 1840034) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lutz, FL and has over 35 years of experience in the finance industry.
Daniel Goldberg (CRD# 2547084) is an Investment Advisor Representative working at Principal Securities, Inc. in Lutz, FL and has over 29 years of experience in the finance industry. Daniel Goldberg 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.
Matthew Graham (CRD# 6813400) is an Investment Advisor Representative working at Lincoln Investment in Lutz, FL and has over 6 years of experience in the finance industry.
Elliott Harris (CRD# 2202070) is an Investment Advisor Representative working at Lincoln Investment in Lutz, FL and has over 26 years of experience in the finance industry.