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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 Shugol (CRD# 2656139) is an Investment Advisor Representative working at Avantax Advisory Services in Myakka City, FL and has over 28 years of experience in the finance industry.
Julie Mekhail (CRD# 5623192) is an Investment Advisor Representative working at Lpl Financial LLC in Myakka City, FL and has over 15 years of experience in the finance industry.
Scott Aabel (CRD# 1493667) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Osprey, FL and has over 35 years of experience in the finance industry.
Peter Abbott (CRD# 5983189) is an Investment Advisor Representative working at Edward Jones in Sarasota, FL and has over 12 years of experience in the finance industry.
Jonathan Abbuehl (CRD# 6312608) is an Investment Advisor Representative working at Advice And Planning Services in Sarasota, FL and has over 8 years of experience in the finance industry.
Kenneth Ackerman (CRD# 847256) is an Investment Advisor Representative working at Hammond Asset Management LLC in Sarasota, FL and has over 13 years of experience in the finance industry.
Ryan Adamchak (CRD# 5775908) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has over 8 years of experience in the finance industry.
Thomas Agostinelli (CRD# 3143414) is an Investment Advisor Representative working at Lpl Financial LLC in Venice, FL and has over 25 years of experience in the finance industry.
John Akin (CRD# 5554248) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Sarasota, FL and has over 14 years of experience in the finance industry.