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Distance Only Troy, 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
Zachary Allen (CRD# 5441376) is an Investment Advisor Representative working at Park Avenue Securities LLC in Troy, OH and has over 10 years of experience in the finance industry.
Dustin Beam (CRD# 4252465) is an Investment Advisor Representative working at L.m. Kohn & Company in Troy, OH and has over 23 years of experience in the finance industry. Dustin Beam 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.
Ronald Bodey (CRD# 1760080) is an Investment Advisor Representative working at Avantax Advisory Services in Troy, OH and has over 24 years of experience in the finance industry.
Brett Bogan (CRD# 2576940) is an Investment Advisor Representative working at Avantax Advisory Services in Troy, OH and has over 25 years of experience in the finance industry.
Nathan Cedarleaf (CRD# 4341451) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Troy, OH and has over 23 years of experience in the finance industry. Nathan Cedarleaf 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.
Andrea Clark (CRD# 2294096) is an Investment Advisor Representative working at Pathways Wealth Management, Inc. in Troy, OH and has over 29 years of experience in the finance industry.
Charles Clutter (CRD# 1199747) is an Investment Advisor Representative working at Wells Fargo Advisors in Troy, OH and has over 39 years of experience in the finance industry.
Jonathan Coomer (CRD# 2669462) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Troy, OH and has over 28 years of experience in the finance industry.
Justin Cress (CRD# 4548524) is an Investment Advisor Representative working at Stonex Advisors Inc. in Troy, OH and has 1 year of experience in the finance industry.
Robert Earl (CRD# 2583215) is an Investment Advisor Representative working at Commonwealth Financial Network in Troy, OH and has over 29 years of experience in the finance industry.