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Distance Only The Villages, 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
Michael Stephens (CRD# 6322094) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Villages, FL and has over 8 years of experience in the finance industry.
Jena Sullivan (CRD# 2859633) is an Investment Advisor Representative working at Edward Jones in The Villages, FL and has over 5 years of experience in the finance industry.
Alexander Thomas Iv (CRD# 5813518) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Villages, FL and has over 12 years of experience in the finance industry.
Adam Tobias (CRD# 6715380) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Villages, FL and has over 7 years of experience in the finance industry. Adam Tobias 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.
Fredrick Tribble (CRD# 4119748) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in The Villages, FL and has over 24 years of experience in the finance industry.
Larry Tyree (CRD# 830111) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in The Villages, FL and has over 35 years of experience in the finance industry.
Steven Van Voorhees (CRD# 5116680) is an Investment Advisor Representative working at Lpl Financial LLC in The Villages, FL and has over 18 years of experience in the finance industry.
Matthew Wade (CRD# 5670378) is an Investment Advisor Representative working at Lpl Financial LLC in The Villages, FL and has over 14 years of experience in the finance industry.
Michael Whitaker (CRD# 6316100) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in The Villages, FL and has over 6 years of experience in the finance industry.
Theodore White (CRD# 2127249) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in The Villages, FL and has over 30 years of experience in the finance industry.