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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
Scott Anderson (CRD# 4050337) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Miramar Beach, FL and has over 24 years of experience in the finance industry.
Sean Cavanaugh (CRD# 2293517) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Miramar Beach, FL and has over 31 years of experience in the finance industry.
Edward Dennis (CRD# 6493548) is an Investment Advisor Representative working at Park Avenue Securities LLC in Miramar Beach, FL and has over 7 years of experience in the finance industry.
John Devries (CRD# 1323880) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Miramar Beach, FL and has over 32 years of experience in the finance industry.
Andrew McDowell (CRD# 6270814) is an Investment Advisor Representative working at Mariner Wealth in Miramar Beach, FL and has over 10 years of experience in the finance industry. Andrew McDowell 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.
Patrick McDowell (CRD# 5940329) is an Investment Advisor Representative working at Mariner Wealth in Miramar Beach, FL and has over 12 years of experience in the finance industry. Patrick McDowell 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.
Claiborne Morton (CRD# 2172385) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Miramar Beach, FL and has over 32 years of experience in the finance industry.
Stephen Myler (CRD# 4000136) is an Investment Advisor Representative working at Mpm Wealth Advisors in Miramar Beach, FL and has over 24 years of experience in the finance industry. Stephen Myler 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.
Ryan Shubin (CRD# 4367965) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Miramar Beach, FL and has over 23 years of experience in the finance industry.
Edward Shupe (CRD# 2152986) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Miramar Beach, FL and has over 27 years of experience in the finance industry.