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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
Spencer Dix (CRD# 7264879) is an Investment Advisor Representative working at Ae Wealth Management, LLC in The Villages, FL and has over 4 years of experience in the finance industry.
Anastasia Fusco (CRD# 7222031) is an Investment Advisor Representative working at Talon Private Wealth, LLC in The Villages, FL and has over 2 years of experience in the finance industry.
Nicholas Govola (CRD# 7179559) is an Investment Advisor Representative working at Osaic Institutions, Inc. in The Villages, FL and has over 3 years of experience in the finance industry.
Michael Harrison (CRD# 3028814) is an Investment Advisor Representative working at Wells Fargo Advisors in The Villages, FL and has over 26 years of experience in the finance industry.
Matthew Jones (CRD# 7860148) is an Investment Advisor Representative working at Talon Private Wealth, LLC in The Villages, FL and has 1 year of experience in the finance industry.
Rylee King (CRD# 7784400) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in The Villages, FL and has 1 year of experience in the finance industry.
Jonathan Leftwich (CRD# 7449256) is an Investment Advisor Representative working at Networth Asset Management, Inc. in The Villages, FL and has 1 year of experience in the finance industry.
Cameron Mauchin (CRD# 7245692) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in The Villages, FL and has over 3 years of experience in the finance industry.
Anne McCarver (CRD# 702724) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in The Villages, FL and has over 44 years of experience in the finance industry. Anne McCarver 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.
Benjamin Ow (CRD# 7408135) is an Investment Advisor Representative working at Morgan Stanley in The Villages, FL and has over 2 years of experience in the finance industry.