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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
Amanda Agnew (CRD# 6416125) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Deland, FL and has 1 year of experience in the finance industry.
James Boyd (CRD# 6330735) is an Investment Advisor Representative working at Edward Jones in Deland, FL and has over 9 years of experience in the finance industry.
Mary Brown-Thibodeau (CRD# 5575179) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Deland, FL and has over 15 years of experience in the finance industry.
Ronald Cantlay (CRD# 5926385) is an Investment Advisor Representative working at Drt Financial Advisors in Deland, FL and has 1 year of experience in the finance industry. Ronald Cantlay 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 Carlson (CRD# 3136540) is an Investment Advisor Representative working at Global Retirement Partners LLC in Deland, FL and has over 18 years of experience in the finance industry.
Kelli Czynszak (CRD# 4464571) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Deland, FL and has over 22 years of experience in the finance industry.
Lori Endicott (CRD# 2762527) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Deland, FL and has over 26 years of experience in the finance industry. Lori Endicott 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.
Sandra Epling (CRD# 2544716) is an Investment Advisor Representative working at Edward Jones in Deland, FL and has over 16 years of experience in the finance industry.
John Ethridge (CRD# 3031497) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Deland, FL and has over 25 years of experience in the finance industry.
Thomas Fleishel (CRD# 1912409) is an Investment Advisor Representative working at Fleishel Financial Associates, Inc. in Deland, FL and has over 32 years of experience in the finance industry. Thomas Fleishel 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.