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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
Mark Burnam (CRD# 1627308) is an Investment Advisor Representative working at Second Half Financial Partners, LLC in Sebring, FL and has over 37 years of experience in the finance industry.
Cale Gilliam (CRD# 7697150) is an Investment Advisor Representative working at Edward Jones in Sebring, FL and has 1 year of experience in the finance industry.
Jonathan Joles (CRD# 7206569) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Sebring, FL and has over 4 years of experience in the finance industry.
Shannon Barrionuevo (CRD# 4274602) is an Investment Advisor Representative working at Principal Securities, Inc. in Lake Placid, FL and has over 18 years of experience in the finance industry.
James Bauer (CRD# 4034456) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Lake Placid, FL and has over 18 years of experience in the finance industry.
Cheryl Brown (CRD# 5983951) is an Investment Advisor Representative working at Edward Jones in Lake Placid, FL and has over 12 years of experience in the finance industry.
James Colley (CRD# 3125013) is an Investment Advisor Representative working at James A. Colley, Inc. in Lake Placid, FL and has 1 year of experience in the finance industry. James Colley 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.
James Dinapoli (CRD# 1712651) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lake Placid, FL and has over 36 years of experience in the finance industry.
Shari Flowers (CRD# 6198234) is an Investment Advisor Representative working at Lpl Financial LLC in Avon Park, FL and has over 9 years of experience in the finance industry.
Heather Harshman (CRD# 7025924) is an Investment Advisor Representative working at Edward Jones in Lake Placid, FL and has over 5 years of experience in the finance industry.