-
Distance Only Pickerington, OH
-
COMPENSATION Either
-
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 Hertl (CRD# 2154822) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Pickerington, OH and has over 32 years of experience in the finance industry.
Randy Holloway (CRD# 5699064) is an Investment Advisor Representative working at Edward Jones in Pickerington, OH and has over 14 years of experience in the finance industry.
Rodney Huffman (CRD# 2913811) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Pickerington, OH and has over 5 years of experience in the finance industry.
Jeffrey Kerbler (CRD# 4621775) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Pickerington, OH and has over 13 years of experience in the finance industry.
Mark Phillips (CRD# 1742617) is an Investment Advisor Representative working at Phillips Wealth Management LLC in Pickerington, OH and has over 36 years of experience in the finance industry.
Derek Sears (CRD# 6726184) is an Investment Advisor Representative working at Cuso Financial Services in Pickerington, OH and has over 7 years of experience in the finance industry.
Roger Southward (CRD# 4539336) is an Investment Advisor Representative working at Southward Financial Services, LLC in Pickerington, OH and has 1 year of experience in the finance industry. Roger Southward 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.
Brian Steele (CRD# 2974247) is an Investment Advisor Representative working at Huntington Financial Advisors in Pickerington, OH and has over 26 years of experience in the finance industry.
David Stone (CRD# 2244599) is an Investment Advisor Representative working at Personal Financial Advisors, Inc. in Pickerington, OH and has over 31 years of experience in the finance industry. David Stone 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.
Laura Wall (CRD# 6880024) is an Investment Advisor Representative working at Personal Financial Advisors, Inc. in Pickerington, OH and has 1 year of experience in the finance industry. Laura Wall 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.