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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
Jonathan Kagan (CRD# 4222234) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Navarre, FL and has over 23 years of experience in the finance industry.
Daniel Klug (CRD# 2707572) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Milton, FL and has over 20 years of experience in the finance industry.
Daniel Kopack (CRD# 4703389) is an Investment Advisor Representative working at Fsa Investment Group, LLC in Gulf Breeze, FL and has over 24 years of experience in the finance industry.
Diane Lindsey (CRD# 5650629) is an Investment Advisor Representative working at Edward Jones in Gulf Breeze, FL and has over 15 years of experience in the finance industry.
Eric McArthur (CRD# 1634912) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cantonment, FL and has over 37 years of experience in the finance industry.
Gregory McBride (CRD# 6294723) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Cantonment, FL and has over 9 years of experience in the finance industry.
Richard McCool (CRD# 4539510) is an Investment Advisor Representative working at Park Avenue Securities LLC in Milton, FL and has over 21 years of experience in the finance industry. Richard McCool 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.
Karla McFarland (CRD# 6254940) is an Investment Advisor Representative working at Lincoln Investment in Cantonment, FL and has over 5 years of experience in the finance industry.
Melinda Miller (CRD# 5418979) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Milton, FL and has over 15 years of experience in the finance industry.
Derek Park is an Investment Advisor Representative working at Edward Jones in Pace, Florida and has over 4 years of experience in the finance industry. Serving the individual investors and the community, I look forward to any opportunity to work with you!