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Distance Only Flint, MI
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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
Andrew Atherton (CRD# 4208366) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Flint, MI and has over 23 years of experience in the finance industry.
Andrea Attwood (CRD# 5757337) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Flint, MI and has over 9 years of experience in the finance industry.
Zachary Bauer (CRD# 5755785) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Flint, MI and has over 14 years of experience in the finance industry.
James Bentley (CRD# 3177576) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Flint, MI and has over 25 years of experience in the finance industry.
Victoria Boswell (CRD# 2615937) is an Investment Advisor Representative working at Stephens Consulting, LLC in Flint, MI and has over 27 years of experience in the finance industry.
Craig Braun (CRD# 2206780) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Flint, MI and has over 31 years of experience in the finance industry.
Mark Brock (CRD# 2329752) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Flint, MI and has over 31 years of experience in the finance industry.
Jason Brown (CRD# 5391532) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Flint, MI and has over 16 years of experience in the finance industry.
Susan Buchheit (CRD# 3190854) is an Investment Advisor Representative working at Oliver Lagore Vanvalin Investment Group, Inc. in Flint, MI and has over 6 years of experience in the finance industry.
Jill Carr (CRD# 4499805) is an Investment Advisor Representative working at Stephens Consulting, LLC in Flint, MI and has over 20 years of experience in the finance industry. Jill Carr 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.