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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
Brent Oliver (CRD# 6259645) is an Investment Advisor Representative working at Avery Wealth, Inc. in Jackson, MI and has over 10 years of experience in the finance industry. Brent Oliver 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.
Michael Oursler (CRD# 3193285) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Battle Creek, MI and has over 20 years of experience in the finance industry.
Raymond Pape (CRD# 2476005) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Leslie, MI and has over 29 years of experience in the finance industry.
Ryan Parrott (CRD# 4329754) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Mason, MI and has over 23 years of experience in the finance industry.
Matthew Patillo (CRD# 5834891) is an Investment Advisor Representative working at Edward Jones in Hillsdale, MI and has over 11 years of experience in the finance industry.
Jerald Pawlowicz (CRD# 5227870) is an Investment Advisor Representative working at Lpl Financial LLC in Battle Creek, MI and has over 17 years of experience in the finance industry.
Tina Perry (CRD# 4965623) is an Investment Advisor Representative working at Edward Jones in Battle Creek, MI and has over 16 years of experience in the finance industry.
Eric Petersen (CRD# 2599765) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Battle Creek, MI and has over 28 years of experience in the finance industry.
Kevin Phillips (CRD# 5575319) is an Investment Advisor Representative working at Edward Jones in Jackson, MI and has over 15 years of experience in the finance industry.
David Price (CRD# 4752150) is an Investment Advisor Representative working at Edward Jones in Eaton Rapids, MI and has over 20 years of experience in the finance industry.