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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
Susan Helwig (CRD# 4352226) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Palatka, FL and has 1 year of experience in the finance industry.
Dale Hemmelgarn (CRD# 841163) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Ocala, FL and has over 24 years of experience in the finance industry.
Carlos Hernandez (CRD# 4638766) is an Investment Advisor Representative working at Lifemark Securities Corp. in Ocala, FL and has over 21 years of experience in the finance industry.
John Higginbotham (CRD# 3248949) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Palatka, FL and has over 24 years of experience in the finance industry.
Michael Holzem (CRD# 6010075) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Augustine, FL and has over 11 years of experience in the finance industry.
Mary James (CRD# 1369633) is an Investment Advisor Representative working at Colomb Investment Management Company, LLC in Ocala, FL and has over 28 years of experience in the finance industry. Mary James 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.
Richard John (CRD# 1077145) is an Investment Advisor Representative working at Primerica Advisors in Ocala, FL and has over 12 years of experience in the finance industry.
Mark Jones (CRD# 4818770) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Augustine, FL and has over 19 years of experience in the finance industry.
Ryan Jones (CRD# 2933774) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Augustine, FL and has over 26 years of experience in the finance industry.
Brandon Licea (CRD# 6872266) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saint Augustine, FL and has over 6 years of experience in the finance industry.