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Distance Only Venice, 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
Brian Canty (CRD# 4527513) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Venice, FL and has over 15 years of experience in the finance industry.
Johnny Carruth (CRD# 2194465) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Venice, FL and has over 24 years of experience in the finance industry.
Michael Chechel (CRD# 2823342) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Venice, FL and has over 27 years of experience in the finance industry.
Cassie Collins (CRD# 5983397) is an Investment Advisor Representative working at Edward Jones in Venice, FL and has over 6 years of experience in the finance industry.
Brian Connor (CRD# 2602637) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Venice, FL and has over 20 years of experience in the finance industry.
Phebe Cosmo (CRD# 5789775) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Venice, FL and has over 11 years of experience in the finance industry.
David Costa (CRD# 1371163) is an Investment Advisor Representative working at Lpl Financial LLC in Venice, FL and has over 38 years of experience in the finance industry. David Costa 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.
Christine Crites (CRD# 4186182) is an Investment Advisor Representative working at Edward Jones in Venice, FL and has over 19 years of experience in the finance industry.
Teresa Dailey (CRD# 4334432) is an Investment Advisor Representative working at Lpl Financial LLC in Venice, FL and has over 7 years of experience in the finance industry.
Gypsy Daniel (CRD# 4668710) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, FL and has over 11 years of experience in the finance industry.