-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Adam Jones (CRD# 6209578) is an Investment Advisor Representative working at Certified Advisory Corp in Gainesville, FL and has over 8 years of experience in the finance industry.
Steven Keller (CRD# 1030518) is an Investment Advisor Representative working at Wealth Asset Managers in Fort White, FL and has over 30 years of experience in the finance industry.
Kirk Klein (CRD# 2260326) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 31 years of experience in the finance industry. Kirk Klein 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.
Kathryn Lancaster (CRD# 5964235) is an Investment Advisor Representative working at Edward Jones in Chiefland, FL and has over 12 years of experience in the finance industry.
Sophie Lancaster (CRD# 4977599) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gainesville, FL and has over 17 years of experience in the finance industry.
Toika Lankenau (CRD# 2069944) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gainesville, FL and has over 26 years of experience in the finance industry.
Melisa Lemoyne (CRD# 6536182) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gainesville, FL and has over 8 years of experience in the finance industry.
Tracey Lovitz (CRD# 1786207) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gainesville, FL and has over 32 years of experience in the finance industry. Tracey Lovitz 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.
Joseph Lowry (CRD# 729973) is an Investment Advisor Representative working at Commonwealth Financial Network in Newberry, FL and has over 41 years of experience in the finance industry.
Joseph Lowry (CRD# 4400195) is an Investment Advisor Representative working at Commonwealth Financial Network in Newberry, FL and has over 21 years of experience in the finance industry.