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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
Robert Coletta (CRD# 1923707) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Rosa Beach, FL and has over 32 years of experience in the finance industry.
Jeffrey Conroy (CRD# 1855202) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa Beach, FL and has over 35 years of experience in the finance industry.
Kathleen Crowley (CRD# 2383477) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Panama City, FL and has over 30 years of experience in the finance industry. Kathleen Crowley 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.
Adrienne Davis (CRD# 5998244) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Panama City, FL and has over 12 years of experience in the finance industry.
Sidney Davis (CRD# 6354408) is an Investment Advisor Representative working at Fortunato Asset Management in Santa Rosa Beach, FL and has over 10 years of experience in the finance industry.
John Farrell (CRD# 6124036) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Panama City, FL and has over 11 years of experience in the finance industry.
Richard Filippi (CRD# 2285811) is an Investment Advisor Representative working at Edward Jones in Lynn Haven, FL and has over 31 years of experience in the finance industry.
Jeffrey Gater (CRD# 1391181) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Panama City, FL and has over 27 years of experience in the finance industry.
Michael Grant (CRD# 4468407) is an Investment Advisor Representative working at 22 Seven Wealth Management Inc. in Panama City, FL and has over 17 years of experience in the finance industry.
Christopher Gross (CRD# 6388101) is an Investment Advisor Representative working at Lpl Financial LLC in Panama City, FL and has over 9 years of experience in the finance industry.