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Distance Only Delray Beach, 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
Charles Heekin (CRD# 1737715) is an Investment Advisor Representative working at Millennial Wealth Advisors in Delray Beach, FL and has over 30 years of experience in the finance industry.
Christopher Heffernan (CRD# 2292349) is an Investment Advisor Representative working at Primerica Advisors in Delray Beach, FL and has over 31 years of experience in the finance industry.
Walker Henderson (CRD# 1193145) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Delray Beach, FL and has over 40 years of experience in the finance industry.
Richard Keating (CRD# 5384932) is an Investment Advisor Representative working at Keating Investment Counselors Inc. in Delray Beach, FL and has over 16 years of experience in the finance industry.
Ronald Keebler (CRD# 1557887) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Delray Beach, FL and has over 37 years of experience in the finance industry.
Philippe Khouri (CRD# 4226774) is an Investment Advisor Representative working at Pip Capital & Consulting, LLC in Delray Beach, FL and has over 23 years of experience in the finance industry.
Kristine Lampert (CRD# 2228782) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Delray Beach, FL and has over 19 years of experience in the finance industry.
Joanna Leasure (CRD# 6930008) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Delray Beach, FL and has over 5 years of experience in the finance industry.
David Levee (CRD# 806105) is an Investment Advisor Representative working at Eagle Strategies LLC in Delray Beach, FL and has over 32 years of experience in the finance industry.
Bruce Lubatkin (CRD# 2370746) is an Investment Advisor Representative working at Lpl Financial LLC in Delray Beach, FL and has over 26 years of experience in the finance industry. Bruce Lubatkin 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.