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Distance Only Lees Summit, 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
Matthew Albin (CRD# 6578916) is an Investment Advisor Representative working at Avantax Advisory Services in Lees Summit, MO and has over 5 years of experience in the finance industry.
Timothy Alvarado (CRD# 5528193) is an Investment Advisor Representative working at On Investment Management Co in Lees Summit, MO and has over 15 years of experience in the finance industry.
Dennis Bacon (CRD# 2426051) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lees Summit, MO and has over 30 years of experience in the finance industry. Dennis Bacon 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.
Ricky Bain (CRD# 4525494) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lees Summit, MO and has over 22 years of experience in the finance industry.
Thomas Bales (CRD# 2205439) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 32 years of experience in the finance industry.
Brett Brennan (CRD# 5795226) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lees Summit, MO and has over 12 years of experience in the finance industry. Brett Brennan 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.
Paul Brock (CRD# 6261579) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 10 years of experience in the finance industry.
Stacy Burtin Mills (CRD# 6576404) is an Investment Advisor Representative working at Edward Jones in Lees Summit, MO and has over 8 years of experience in the finance industry.
Peter R. Carmack (CRD# 2387519) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 30 years of experience in the finance industry.
Kevin Carpenter (CRD# 4539036) is an Investment Advisor Representative working at Edward Jones in Lees Summit, MO and has over 21 years of experience in the finance industry.