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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
Lane Abraben (CRD# 6799435) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Gainesville, FL and has over 6 years of experience in the finance industry.
Denise Adams-Mccauley (CRD# 2882852) is an Investment Advisor Representative working at Pnc Investments in Ocala, FL and has over 26 years of experience in the finance industry.
Tina Arpaia-Mccann (CRD# 3100041) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Gainesville, FL and has over 21 years of experience in the finance industry.
Patrick Ashe (CRD# 6436659) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ocala, FL and has over 8 years of experience in the finance industry.
Marlon Awuma (CRD# 5926598) is an Investment Advisor Representative working at Lpl Financial LLC in Ocala, FL and has over 12 years of experience in the finance industry. Marlon Awuma 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.
Charles Baker (CRD# 2741162) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gainesville, FL and has over 27 years of experience in the finance industry.
Robb Baldwin (CRD# 1409477) is an Investment Advisor Representative working at Portfolio Management & Research, Inc. in Gainesville, FL and has over 25 years of experience in the finance industry.
Ashley Banks (CRD# 2250124) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gainesville, FL and has over 31 years of experience in the finance industry. Ashley Banks 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.
Joseph Belgrade (CRD# 1446697) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Gainesville, FL and has over 26 years of experience in the finance industry.
Brian Berryman (CRD# 4694602) is an Investment Advisor Representative working at Advice And Planning Services in Gainesville, FL and has over 6 years of experience in the finance industry.