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Distance Only Highland Heights, 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
Rebecca Barbe (CRD# 6409345) is an Investment Advisor Representative working at Primerica Advisors in Highland Heights, OH and has 1 year of experience in the finance industry.
Thomas Geraci (CRD# 5496686) is an Investment Advisor Representative working at Purtill Financial LLC in Highland Heights, OH and has over 16 years of experience in the finance industry.
Melanie Johnson (CRD# 4551226) is an Investment Advisor Representative working at Primerica Advisors in Highland Heights, OH and has over 20 years of experience in the finance industry.
Howard Nock (CRD# 6917255) is an Investment Advisor Representative working at Primerica Advisors in Highland Heights, OH and has 1 year of experience in the finance industry.
Andrew Powers (CRD# 5007471) is an Investment Advisor Representative working at Powers Investment Advisory Corporation in Highland Heights, OH and has over 18 years of experience in the finance industry. Andrew Powers 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.
William Powers (CRD# 1144737) is an Investment Advisor Representative working at Powers Investment Advisory Corporation in Highland Heights, OH and has over 40 years of experience in the finance industry. William Powers 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.
Carly Purtill (CRD# 6343491) is an Investment Advisor Representative working at Purtill Financial LLC in Highland Heights, OH and has over 9 years of experience in the finance industry.
Donald Purtill (CRD# 4897042) is an Investment Advisor Representative working at Purtill Financial LLC in Highland Heights, OH and has over 19 years of experience in the finance industry.
Michael Purtill (CRD# 5823688) is an Investment Advisor Representative working at Purtill Financial LLC in Highland Heights, OH and has over 13 years of experience in the finance industry. Michael Purtill 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.
James Redmond (CRD# 6542893) is an Investment Advisor Representative working at Edward Jones in Highland Heights, OH and has over 8 years of experience in the finance industry.