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Distance Only Tampa, FL
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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
Randy Kurtz (CRD# 4579297) is an Investment Advisor Representative working at Betavisor, LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Betavisor was founded with one simple aim; to reduce risk without harming expected returns. Our clients are focused on "locking in" their retirement pace through diversification and tax management.
A nationally recognized expert on risk who's obsessed with statistics, Randy challenges conventional wisdom around risk, return, diversification, asset allocation and financial planning. He developed the DataDriven Process™ to...
Deborah Barnes (CRD# 6615529) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Tampa, FL and has over 8 years of experience in the finance industry.
Tracey Barnes (CRD# 4591232) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tampa, FL and has over 21 years of experience in the finance industry.
Michael Barnett (CRD# 5792242) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Tampa, FL and has over 13 years of experience in the finance industry.
John Bartoletta (CRD# 1661930) is an Investment Advisor Representative working at Highstreet Financial, LLC in Tampa, FL and has over 36 years of experience in the finance industry.
Grace Basilone (CRD# 1023863) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 17 years of experience in the finance industry.
James Baskey (CRD# 6132267) is an Investment Advisor Representative working at Sickle Hunter Financial Advisors in Tampa, FL and has over 8 years of experience in the finance industry.
Brent Bassler (CRD# 4758430) is an Investment Advisor Representative working at Morgan Stanley in Tampa, FL and has over 18 years of experience in the finance industry.
Linette Bastidas (CRD# 4929345) is an Investment Advisor Representative working at Equitable Advisors, LLC in Tampa, FL and has over 18 years of experience in the finance industry.
Evan Batoff (CRD# 4663259) is an Investment Advisor Representative working at E. Batoff & Company, Inc. in Tampa, FL and has over 20 years of experience in the finance industry.
Michael Bauer (CRD# 4451149) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 21 years of experience in the finance industry.