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Distance Only Winter Springs, 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
Kenneth Mullins (CRD# 5978613) is an Investment Advisor Representative working at Prudential Financial Planning Services in Winter Springs, FL and has over 12 years of experience in the finance industry.
Nigel Perryman (CRD# 5924631) is an Investment Advisor Representative working at Planmember Securities Corporation in Winter Springs, FL and has over 9 years of experience in the finance industry.
Vincent Rokose (CRD# 2666787) is an Investment Advisor Representative working at Global Asset Management Group in Winter Springs, FL and has over 28 years of experience in the finance industry.
Vikram Shah (CRD# 2200133) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winter Springs, FL and has over 28 years of experience in the finance industry.
Eric Tharp (CRD# 4607972) is an Investment Advisor Representative working at Planmember Securities Corporation in Winter Springs, FL and has over 20 years of experience in the finance industry.
Paul Tierney (CRD# 2674063) is an Investment Advisor Representative working at Lincoln Investment in Winter Springs, FL and has over 12 years of experience in the finance industry.
Todd Woodard (CRD# 2369842) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Winter Springs, FL and has over 27 years of experience in the finance industry. Todd Woodard 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.
Jordan Carlson (CRD# 7163380) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Winter Springs, FL and has over 3 years of experience in the finance industry. Jordan Carlson 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.
Kelly Ellwood-Polk (CRD# 4232133) is an Investment Advisor Representative working at Edward Jones in Winter Springs, FL and has 1 year of experience in the finance industry.
Brandon Fair (CRD# 6325227) is an Investment Advisor Representative working at Edward Jones in Winter Springs, FL and has over 9 years of experience in the finance industry.