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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
Ryan Egbert (CRD# 4004440) is an Investment Advisor Representative working at Elevation Haven Financial in Silver Springs, FL and has over 24 years of experience in the finance industry. Ryan Egbert 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.
Stephen Faries (CRD# 2715290) is an Investment Advisor Representative working at Marchand Faries Financial Management, Inc. in Keystone Heights, FL and has over 28 years of experience in the finance industry.
Thomas Fleck (CRD# 4979423) is an Investment Advisor Representative working at Lpl Financial LLC in Ocala, FL and has over 18 years of experience in the finance industry.
Gina Francisco (CRD# 4490144) is an Investment Advisor Representative working at Lpl Financial LLC in Ocala, FL and has over 22 years of experience in the finance industry. Gina Francisco 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.
Jerry Furlong (CRD# 5324783) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ocala, FL and has over 16 years of experience in the finance industry.
Charles Gillingham (CRD# 2521606) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Augustine, FL and has over 29 years of experience in the finance industry.
John Ginn (CRD# 1110270) is an Investment Advisor Representative working at Eagle Strategies LLC in Palatka, FL and has over 25 years of experience in the finance industry.
Nicholas Greer (CRD# 2781961) is an Investment Advisor Representative working at Lincoln Investment in Bunnell, FL and has over 18 years of experience in the finance industry.
Kevin Hackett (CRD# 6531214) is an Investment Advisor Representative working at Lifemark Securities Corp. in Ocala, FL and has over 9 years of experience in the finance industry.
Allan Harkness (CRD# 4548900) is an Investment Advisor Representative working at Peak Wealth Group LLC in Saint Augustine, FL and has over 21 years of experience in the finance industry.