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Distance Metro area (25 miles)
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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
Victoria Carroll (CRD# 7084256) is an Investment Advisor Representative working at Primerica Advisors in Findlay, OH and has over 2 years of experience in the finance industry.
Jay Clark (CRD# 6945460) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Huntsville, OH and has over 5 years of experience in the finance industry. Jay Clark 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.
Jason Cox (CRD# 7872015) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bluffton, OH and has 1 year of experience in the finance industry.
Noah Davis (CRD# 7309648) is an Investment Advisor Representative working at Lpl Financial LLC in Lima, OH and has 1 year of experience in the finance industry.
Jacob Elrod (CRD# 5310588) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lima, OH and has over 17 years of experience in the finance industry.
Brady Emmons (CRD# 7099503) is an Investment Advisor Representative working at Edward Jones in Lima, OH and has over 4 years of experience in the finance industry.
Erik Federer (CRD# 7230996) is an Investment Advisor Representative working at Edward Jones in Kenton, OH and has over 4 years of experience in the finance industry.
Corey Frazer (CRD# 6099011) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lima, OH and has 1 year of experience in the finance industry.
Jacinda Fried (CRD# 7232989) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lima, OH and has 1 year of experience in the finance industry.
Paul Fultz (CRD# 7171333) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Findlay, OH and has over 4 years of experience in the finance industry.