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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
Dean Brennan (CRD# 6811362) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Akron, OH and has over 5 years of experience in the finance industry.
Angela Brill (CRD# 5317536) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Akron, OH and has over 16 years of experience in the finance industry. Angela Brill 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.
Jennifer Brown (CRD# 5104991) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Akron, OH and has over 10 years of experience in the finance industry.
Nicholas Bryant (CRD# 4310225) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Akron, OH and has over 22 years of experience in the finance industry.
William Bullington (CRD# 1859420) is an Investment Advisor Representative working at Bullington Capital Management, LLC in Akron, OH and has over 32 years of experience in the finance industry.
Matthew Burnham (CRD# 5586452) is an Investment Advisor Representative working at Auxin Group Wealth Management, LLC in Akron, OH and has over 15 years of experience in the finance industry.
Caleb Callahan (CRD# 5011454) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 17 years of experience in the finance industry. Caleb Callahan 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.
Peter Calleri (CRD# 2283479) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Akron, OH and has over 31 years of experience in the finance industry.
Kristen Carmichael (CRD# 4514221) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 13 years of experience in the finance industry.
James Carpas (CRD# 4884879) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Akron, OH and has over 17 years of experience in the finance industry.