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Distance Only Aurora, OH
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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
Richard Lucas (CRD# 2736571) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Aurora, OH and has over 17 years of experience in the finance industry. Richard Lucas 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.
Johnathon Opet (CRD# 6788795) is an Investment Advisor Representative working at Commonwealth Financial Network in Aurora, OH and has 1 year of experience in the finance industry. Johnathon Opet 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.
Heather Pollack (CRD# 2307380) is an Investment Advisor Representative working at Beacon Financial Group, Inc. in Aurora, OH and has over 31 years of experience in the finance industry.
Laura Radcliff (CRD# 5640311) is an Investment Advisor Representative working at Edward Jones in Aurora, OH and has over 15 years of experience in the finance industry.
Dennis Spontarelli (CRD# 2665368) is an Investment Advisor Representative working at Commonwealth Financial Network in Aurora, OH and has over 28 years of experience in the finance industry.
Tyson Vines (CRD# 4817688) is an Investment Advisor Representative working at Eagle Strategies LLC in Aurora, OH and has over 11 years of experience in the finance industry.
James Artale (CRD# 6884986) is an Investment Advisor Representative working at Commonwealth Financial Network in Aurora, OH and has over 4 years of experience in the finance industry.
Brian Bartz (CRD# 7862074) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Aurora, OH and has 1 year of experience in the finance industry.
Teresa Cotman (CRD# 7706472) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Aurora, OH and has 1 year of experience in the finance industry.
Alexander Kimes (CRD# 7535504) is an Investment Advisor Representative working at Commonwealth Financial Network in Aurora, OH and has 1 year of experience in the finance industry.