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Distance Only Westfield, IN
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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
Michael Niles (CRD# 1145456) is an Investment Advisor Representative working at Lpl Financial LLC in Westfield, IN and has over 40 years of experience in the finance industry.
Matthew Parker (CRD# 6753404) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westfield, IN and has over 6 years of experience in the finance industry.
Michael Reynolds (CRD# 6224822) is an Investment Advisor Representative working at Elevation Financial LLC in Westfield, IN and has over 9 years of experience in the finance industry.
Jason Roberts (CRD# 4992444) is an Investment Advisor Representative working at Lpl Financial LLC in Westfield, IN and has over 18 years of experience in the finance industry.
Lawrence Rolland (CRD# 1613100) is an Investment Advisor Representative working at Lpl Financial LLC in Westfield, IN and has over 37 years of experience in the finance industry. Lawrence Rolland 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 Solyst (CRD# 821698) is an Investment Advisor Representative working at Grey Investment Planning in Westfield, IN and has over 33 years of experience in the finance industry.
Thomas Staley (CRD# 5148647) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westfield, IN and has over 17 years of experience in the finance industry. Thomas Staley 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.
Joshua Witkowski (CRD# 6486173) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Westfield, IN and has over 7 years of experience in the finance industry.
Kolton Blickenstaff (CRD# 6370969) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Westfield, IN and has over 9 years of experience in the finance industry.
Mark Eberhart (CRD# 4277029) is an Investment Advisor Representative working at Edward Jones in Westfield, IN and has over 23 years of experience in the finance industry.