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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
Wendy Carroll (CRD# 5428536) is an Investment Advisor Representative working at Wells Fargo Advisors in Fort Lauderdale, FL and has over 14 years of experience in the finance industry.
Dee Carter (CRD# 809098) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Fort Lauderdale, FL and has over 40 years of experience in the finance industry.
Patrick Carter (CRD# 2050170) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Weston, FL and has over 33 years of experience in the finance industry.
Anthony Caruso (CRD# 3080773) is an Investment Advisor Representative working at Caruso And Company, P.a., Certified Public Accountants in Deerfield Beach, FL and has over 25 years of experience in the finance industry.
Gustavo Carvajal (CRD# 4258670) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Lauderdale, FL and has over 21 years of experience in the finance industry.
Joshua Carvalho (CRD# 6743645) is an Investment Advisor Representative working at Cantu Tactical Wealth Management, Inc. in Fort Lauderdale, FL and has over 7 years of experience in the finance industry.
Bartley Casey (CRD# 2675197) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Boca Raton, FL and has over 22 years of experience in the finance industry. Bartley Casey 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.
Erin Casey (CRD# 6826933) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Fort Lauderdale, FL and has over 5 years of experience in the finance industry.
Jim Casey (CRD# 2392134) is an Investment Advisor Representative working at Lpl Financial LLC in Plantation, FL and has over 30 years of experience in the finance industry. Jim Casey 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.
Christopher Cash (CRD# 2276196) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Fort Lauderdale, FL and has over 31 years of experience in the finance industry.