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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
David Lowell (CRD# 2695450) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Destin, FL and has over 28 years of experience in the finance industry.
Thomas Lowrey (CRD# 1321116) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Shalimar, FL and has over 39 years of experience in the finance industry.
William Lukow (CRD# 5227947) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Santa Rosa Beach, FL and has over 17 years of experience in the finance industry.
Charles Lutrick (CRD# 1875498) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Inlet Beach, FL and has over 35 years of experience in the finance industry.
Craig Martin (CRD# 6930163) is an Investment Advisor Representative working at First Command Advisory Services in Shalimar, FL and has over 5 years of experience in the finance industry.
Gerald Materne (CRD# 1326880) is an Investment Advisor Representative working at Ideology Wealth Advisors, LLC in Niceville, FL and has 1 year of experience in the finance industry. Gerald Materne 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.
Rachael McBride (CRD# 4301261) 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.
Collin McCall (CRD# 6032450) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Destin, FL and has over 11 years of experience in the finance industry.
Nina McClanahan (CRD# 7005845) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Destin, FL and has over 5 years of experience in the finance industry.
Raymond McGovern (CRD# 1158022) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Walton Beach, FL and has over 40 years of experience in the finance industry.