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Distance Only New Albany, 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
David Alspach (CRD# 1912843) is an Investment Advisor Representative working at Wells Fargo Advisors in New Albany, OH and has over 35 years of experience in the finance industry.
James Atkinson (CRD# 2837586) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in New Albany, OH and has over 27 years of experience in the finance industry. James Atkinson 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.
Timothy Baker (CRD# 6130547) is an Investment Advisor Representative working at Your Financial Pharmacist in New Albany, OH and has over 10 years of experience in the finance industry. Timothy Baker 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.
Leslie Brown (CRD# 6833893) is an Investment Advisor Representative working at Edward Jones in New Albany, OH and has over 6 years of experience in the finance industry.
Jason Buehner (CRD# 4495583) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Albany, OH and has over 18 years of experience in the finance industry. Jason Buehner 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.
Patrick Clark (CRD# 5662335) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Albany, OH and has over 11 years of experience in the finance industry.
Charles Dankworth (CRD# 1001749) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Albany, OH and has over 42 years of experience in the finance industry.
Robert Dice (CRD# 2136215) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in New Albany, OH and has over 33 years of experience in the finance industry.
Roderick Dillon (CRD# 4399285) is an Investment Advisor Representative working at Vela Investment Management, LLC in New Albany, OH and has 1 year of experience in the finance industry.
William Doup (CRD# 6330588) is an Investment Advisor Representative working at Lpl Financial LLC in New Albany, OH and has over 7 years of experience in the finance industry.