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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
Wendy Kidd (CRD# 4715697) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Walton Beach, FL and has over 5 years of experience in the finance industry.
Nancy Kline (CRD# 1624127) is an Investment Advisor Representative working at Wells Fargo Advisors in Fort Walton Beach, FL and has over 36 years of experience in the finance industry.
William Kline (CRD# 4440025) is an Investment Advisor Representative working at Wells Fargo Advisors in Fort Walton Beach, FL and has over 22 years of experience in the finance industry.
R Krueger (CRD# 1200452) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Destin, FL and has over 40 years of experience in the finance industry.
William Lamm (CRD# 4392959) is an Investment Advisor Representative working at Edward Jones in Niceville, FL and has over 22 years of experience in the finance industry.
Tracy Lardiere (CRD# 3071455) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Destin, FL and has over 24 years of experience in the finance industry.
Molly Lazor (CRD# 5077801) is an Investment Advisor Representative working at Chipser Wealth Management, LLC in Destin, FL and has over 15 years of experience in the finance industry.
Virginia Lind (CRD# 1342387) is an Investment Advisor Representative working at Planmember Securities Corporation in Fort Walton Beach, FL and has over 26 years of experience in the finance industry.
John Little (CRD# 2071557) is an Investment Advisor Representative working at Wells Fargo Advisors in Destin, FL and has over 33 years of experience in the finance industry.
George Livingston (CRD# 4763249) is an Investment Advisor Representative working at Livingston Financial Planning, Inc. in Santa Rosa Beach, FL and has over 21 years of experience in the finance industry. George Livingston 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.