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Distance Only Marco Island, 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
Brad Bersh (CRD# 4264250) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marco Island, FL and has over 23 years of experience in the finance industry.
James Boxma (CRD# 5526260) is an Investment Advisor Representative working at Creative Planning in Marco Island, FL and has over 15 years of experience in the finance industry. James Boxma 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.
Brendan Conry (CRD# 1487031) is an Investment Advisor Representative working at Commonwealth Financial Network in Marco Island, FL and has over 37 years of experience in the finance industry.
Craig Couture (CRD# 3109145) is an Investment Advisor Representative working at Avantax Advisory Services in Marco Island, FL and has over 21 years of experience in the finance industry.
Austin Elliott (CRD# 6988550) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Marco Island, FL and has over 5 years of experience in the finance industry.
Darcie Guerin (CRD# 1378363) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Marco Island, FL and has over 33 years of experience in the finance industry.
Pedro Harth-Silva (CRD# 1506798) is an Investment Advisor Representative working at Provenance Wealth Advisors in Marco Island, FL and has over 32 years of experience in the finance industry.
Coleen Hodsdon (CRD# 5225152) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marco Island, FL and has over 8 years of experience in the finance industry.
John Hudspeth (CRD# 1018682) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marco Island, FL and has over 42 years of experience in the finance industry.
Mark Johnson (CRD# 2244271) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Marco Island, FL and has over 31 years of experience in the finance industry. Mark Johnson 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.