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Distance Only Upper Arlington, 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
Ryan Blevins (CRD# 6501429) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Upper Arlington, OH and has over 7 years of experience in the finance industry.
James Blue (CRD# 6205303) is an Investment Advisor Representative working at Blue Advisors in Upper Arlington, OH and has over 10 years of experience in the finance industry. James Blue 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.
Holly Cain (CRD# 4888584) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Upper Arlington, OH and has over 16 years of experience in the finance industry.
Michael Cohen (CRD# 4710168) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Upper Arlington, OH and has over 19 years of experience in the finance industry.
Philip Constans (CRD# 5131702) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Upper Arlington, OH and has over 17 years of experience in the finance industry.
Jonathan Cross (CRD# 4958609) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Upper Arlington, OH and has over 18 years of experience in the finance industry.
Brandon Deford (CRD# 5270859) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Upper Arlington, OH and has over 15 years of experience in the finance industry.
Howard Epstein (CRD# 1784280) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Upper Arlington, OH and has over 36 years of experience in the finance industry.
Terry Epstein (CRD# 2811624) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Upper Arlington, OH and has over 21 years of experience in the finance industry.
Travis Falk (CRD# 4688009) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Upper Arlington, OH and has over 12 years of experience in the finance industry.