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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
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.
Jonathan Bik (CRD# 6342548) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saint Petersburg, FL and has over 8 years of experience in the finance industry.
Margaret Bilby (CRD# 5011099) is an Investment Advisor Representative working at Cyndeo Wealth Partners in Saint Petersburg, FL and has over 16 years of experience in the finance industry. Margaret Bilby 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.
Kultar Bindra (CRD# 6147537) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Tampa, FL and has over 11 years of experience in the finance industry. Kultar Bindra 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.
William Bird (CRD# 4898024) is an Investment Advisor Representative working at Fisher Investments in Tampa, FL and has over 17 years of experience in the finance industry. William Bird 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.
Douglas Bishop (CRD# 3015657) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clearwater, FL and has 1 year of experience in the finance industry.
Heidi Bishop (CRD# 4378060) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Tampa, FL and has over 22 years of experience in the finance industry.