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Distance Only Trinity, 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
Geoffrey Balkcom (CRD# 6165797) is an Investment Advisor Representative working at Lpl Financial LLC in Trinity, FL and has over 9 years of experience in the finance industry.
Dustin Cali (CRD# 5721168) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Trinity, FL and has over 14 years of experience in the finance industry. Dustin Cali 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.
Kenneth Carruba (CRD# 2356360) is an Investment Advisor Representative working at Lpl Financial LLC in Trinity, FL and has over 18 years of experience in the finance industry.
Chad Clark (CRD# 4575504) is an Investment Advisor Representative working at Pelorus Financial, LLC in Trinity, FL and has over 21 years of experience in the finance industry. Chad Clark 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.
John Coakley (CRD# 3114604) is an Investment Advisor Representative working at Lpl Financial LLC in Trinity, FL and has over 25 years of experience in the finance industry.
Jared Colao (CRD# 6417464) is an Investment Advisor Representative working at Edward Jones in Trinity, FL and has over 7 years of experience in the finance industry.
George Compton (CRD# 2614054) is an Investment Advisor Representative working at Lpl Financial LLC in Trinity, FL and has over 27 years of experience in the finance industry.
Jeffrey Davis (CRD# 62219) is an Investment Advisor Representative working at Equitable Advisors, LLC in Trinity, FL and has over 27 years of experience in the finance industry.
Brian Day (CRD# 5509602) is an Investment Advisor Representative working at Pelorus Financial, LLC in Trinity, FL and has over 15 years of experience in the finance industry.
Linda Fox (CRD# 4152983) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Trinity, FL and has over 23 years of experience in the finance industry. Linda Fox 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.