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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
Jon Livingston (CRD# 2166097) is an Investment Advisor Representative working at Eagle Strategies LLC in Palatka, FL and has over 28 years of experience in the finance industry.
Christopher Malphurs (CRD# 5651226) is an Investment Advisor Representative working at Lpl Financial LLC in Keystone Heights, FL and has over 15 years of experience in the finance industry. Christopher Malphurs 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.
Jane Marchand (CRD# 2275496) is an Investment Advisor Representative working at Marchand Faries Financial Management, Inc. in Keystone Heights, FL and has over 30 years of experience in the finance industry.
Larry McDaniel (CRD# 2839600) is an Investment Advisor Representative working at Wealthharbor Capital Group, LLC in Ocala, FL and has over 27 years of experience in the finance industry.
Michael Milne (CRD# 1842992) is an Investment Advisor Representative working at Ocala Capital, LLC in Ocala, FL and has over 32 years of experience in the finance industry.
Charles Montgomery (CRD# 4042882) is an Investment Advisor Representative working at Primerica Advisors in Ocala, FL and has over 24 years of experience in the finance industry.
John Moody (CRD# 5474822) is an Investment Advisor Representative working at Ocala Capital, LLC in Ocala, FL and has over 13 years of experience in the finance industry.
William Mutchie (CRD# 2307346) is an Investment Advisor Representative working at Edward Jones in Palatka, FL and has over 31 years of experience in the finance industry. William Mutchie 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.
Nicholas Navetta (CRD# 1705374) is an Investment Advisor Representative working at Edward Jones in Ocala, FL and has over 10 years of experience in the finance industry.
James Neshewat (CRD# 5810961) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Palatka, FL and has over 12 years of experience in the finance industry.