-
Distance Only Ocala, FL
-
COMPENSATION Either
-
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
Yolanda Cintron (CRD# 3129173) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ocala, FL and has over 21 years of experience in the finance industry.
Camille Coke (CRD# 6692244) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ocala, FL and has over 7 years of experience in the finance industry.
Joan Coke (CRD# 1504100) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ocala, FL and has over 37 years of experience in the finance industry.
Todd Craig (CRD# 4892746) is an Investment Advisor Representative working at Wells Fargo Advisors in Ocala, FL and has over 18 years of experience in the finance industry.
Steven Cross (CRD# 1131678) is an Investment Advisor Representative working at Lifemark Securities Corp. in Ocala, FL and has over 37 years of experience in the finance industry.
Ross Davis (CRD# 6516884) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ocala, FL and has over 8 years of experience in the finance industry. Ross Davis 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.
David Dicks (CRD# 2387537) is an Investment Advisor Representative working at Ocala Capital, LLC in Ocala, FL and has over 23 years of experience in the finance industry.
Yvonne Emeric (CRD# 4437771) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ocala, FL and has over 21 years of experience in the finance industry.
Gregory Ergle (CRD# 1956010) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ocala, FL and has over 34 years of experience in the finance industry.
Mathew Feehan (CRD# 6186355) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ocala, FL and has over 10 years of experience in the finance industry.