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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
Jason Job (CRD# 6458695) 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.
Robert Kauffman (CRD# 4719095) is an Investment Advisor Representative working at Wells Fargo Advisors in New Albany, OH and has over 20 years of experience in the finance industry.
Jason Lee (CRD# 3074283) is an Investment Advisor Representative working at Spc in New Albany, OH and has over 11 years of experience in the finance industry.
Charles Lombardo (CRD# 5781215) is an Investment Advisor Representative working at Delta Capital Management, Inc. in New Albany, OH and has 1 year of experience in the finance industry.
Joseph Marshall (CRD# 6928574) is an Investment Advisor Representative working at Huntington Financial Advisors in New Albany, OH and has over 6 years of experience in the finance industry.
Richard Maxwell (CRD# 866103) is an Investment Advisor Representative working at Lpl Financial LLC in New Albany, OH and has over 38 years of experience in the finance industry. Richard Maxwell 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.
Ryan McClanahan (CRD# 4418160) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Albany, OH and has over 10 years of experience in the finance industry.
Stephanie McCurdy (CRD# 1258139) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Albany, OH and has over 39 years of experience in the finance industry.
Jon Morgan (CRD# 1977682) is an Investment Advisor Representative working at Lincoln Investment in New Albany, OH and has over 31 years of experience in the finance industry.
David Morosky (CRD# 728118) is an Investment Advisor Representative working at Wells Fargo Advisors in New Albany, OH and has over 43 years of experience in the finance industry.