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Distance Only Valley View, 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
Franco Fini (CRD# 4479430) is an Investment Advisor Representative working at Avantax Advisory Services in Valley View, OH and has over 18 years of experience in the finance industry.
James Gehring (CRD# 6319617) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Valley View, OH and has over 7 years of experience in the finance industry. James Gehring 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.
James Lineweaver (CRD# 2167805) is an Investment Advisor Representative working at Lineweaver Wealth Advisors in Valley View, OH and has over 30 years of experience in the finance industry. James Lineweaver 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.
Mark Niederhelman (CRD# 841360) is an Investment Advisor Representative working at Lineweaver Wealth Advisors in Valley View, OH and has over 17 years of experience in the finance industry.
Cheryl Norman (CRD# 2659637) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Valley View, OH and has over 26 years of experience in the finance industry.
Ryan Sowards (CRD# 4897326) is an Investment Advisor Representative working at Lineweaver Wealth Advisors in Valley View, OH and has over 19 years of experience in the finance industry.