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Orlando J

Series 66

Palm Coast, FL

Johnson Wealth Management, LLC

Wealth management Cash flow / budgeting
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Martin A

Series 63, Series 65

Palm Coast, FL

Baffin Advisors LLC

Wealth management Passive / index investing Active portfolio management Cross-border / expatriate tax planning HENRY (High Earners, Not Rich Yet)
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Philip H

Series 63, Series 65

Palm Coast, FL

FL Group, Inc.

Active portfolio management Wealth management
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Keith W

CFP®, Series 65

Palm Coast, FL

Capstone Investment Management LLC

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) General tax planning Wealth management
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David M

Series 65

Palm Coast, FL

Reap in Wealth Management, LLC

General retirement planning
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Devin H

Series 65

Palm Coast, FL

FL Group, Inc.

Active portfolio management Wealth management
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Suzanna K

Series 63, Series 65

Palm Coast, FL

Reap in Wealth Management, LLC

General retirement planning
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James K

CFP®, Series 63, Series 65

Palm Coast, FL

Capital Planning, LLC

Passive / index investing Active portfolio management Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Thomas W

CFP®

Palm Coast, FL

Palisades Hudson Asset Management, L.P.

Private / alternative investments Real estate investing
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Guy M

Series 66

Palm Coast, FL

Wealthcrest Financial Services, LLC

General retirement planning Charitable giving & philanthropy Military & Veterans Founder/Business Owner Mid-Career Professionals Established Professionals
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