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Distance Only Kansas City, MO
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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
James Carlile (CRD# 6553249) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 8 years of experience in the finance industry.
Katherine Carter (CRD# 2224156) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Kansas City, MO and has over 30 years of experience in the finance industry.
Kathryn Carver (CRD# 6354402) is an Investment Advisor Representative working at Nuance Investments, LLC in Kansas City, MO and has over 9 years of experience in the finance industry.
Keith Cash (CRD# 5917559) is an Investment Advisor Representative working at Lpl Financial LLC in Kansas City, MO and has over 12 years of experience in the finance industry.
Christopher Chaney (CRD# 4909461) is an Investment Advisor Representative working at Independent Financial Group, LLC in Kansas City, MO and has over 18 years of experience in the finance industry.
Sandra Chism (CRD# 2204917) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Kansas City, MO and has over 32 years of experience in the finance industry.
John Christy (CRD# 4573758) is an Investment Advisor Representative working at Craft&sage Wealth in Kansas City, MO and has over 21 years of experience in the finance industry. John Christy 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.
David Clark (CRD# 6088668) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kansas City, MO and has over 9 years of experience in the finance industry.
Vincent Clark (CRD# 3268713) is an Investment Advisor Representative working at Creative Planning in Kansas City, MO and has over 9 years of experience in the finance industry.