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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
Brian Bernhardt (CRD# 2927355) is an Investment Advisor Representative working at Morgan Stanley in Tampa, FL and has over 26 years of experience in the finance industry.
David Berry (CRD# 6851809) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clearwater, FL and has over 6 years of experience in the finance industry.
Elizabeth Bertelsen (CRD# 2253105) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 30 years of experience in the finance industry.
Damien Bertucelli (CRD# 4417516) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Tampa, FL and has over 19 years of experience in the finance industry.
Bahi Beshara (CRD# 6740869) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 6 years of experience in the finance industry.
John Besse (CRD# 6270304) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Tampa, FL and has over 10 years of experience in the finance industry.
Timothy Best (CRD# 4579896) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Tampa, FL and has over 21 years of experience in the finance industry. Timothy Best 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.
Troy Betthauser (CRD# 4313458) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 23 years of experience in the finance industry.
Kapil Bhatia (CRD# 4948074) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 10 years of experience in the finance industry.
Timothy Biglin (CRD# 2464307) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL and has over 25 years of experience in the finance industry.