-
Distance Metro area (25 miles)
-
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
Lloyd Archibald (CRD# 5971974) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jacksonville, FL and has over 11 years of experience in the finance industry.
Charles Armstrong (CRD# 5708101) is an Investment Advisor Representative working at D2 Capital Management in Jacksonville, FL and has over 14 years of experience in the finance industry.
Willie Arrington (CRD# 4279360) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 23 years of experience in the finance industry.
Charles Arroyo (CRD# 6837025) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 6 years of experience in the finance industry.
Brandon Arthurs (CRD# 5285430) is an Investment Advisor Representative working at Arthurs Wealth Management in Ponte Vedra Beach, FL and has over 16 years of experience in the finance industry.
Rachel Artiste (CRD# 4733197) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 14 years of experience in the finance industry.
As a planner, Michelle believes in a holistic approach to helping clients plan and live their dreams. She feels that the better she can help a client to mesh their life dreams with their finances, the more successful, and fulfilling, their retirement journey will be. Critical to a client's success is the integration of planning to address some of retirees' greatest worries: how to plan for health care and its expenses, long term care issues, events that may occur in retirement. This approach is what she brings to The Retirement Continuum™ courses to help attendees maximize retirement success.
In...
Ryan Ashley (CRD# 5779900) is an Investment Advisor Representative working at Mai Capital Management, LLC in Ponte Vedra Beach, FL and has over 13 years of experience in the finance industry. Ryan Ashley 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.
Mary Atkinson (CRD# 4387763) is an Investment Advisor Representative working at Schrum Private Wealth Management, LLC in Saint Augustine, FL and has over 20 years of experience in the finance industry.
James Atnip (CRD# 1679043) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Jacksonville, FL and has over 10 years of experience in the finance industry.