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Distance Only Alma, MI
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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
Todd Bennett (CRD# 2549311) is an Investment Advisor Representative working at Edward Jones in Alma, MI and has over 29 years of experience in the finance industry.
Daniel De Jong (CRD# 2192551) is an Investment Advisor Representative working at Lpl Financial LLC in Alma, MI and has over 29 years of experience in the finance industry.
Patrick Duffy (CRD# 4484741) is an Investment Advisor Representative working at Edward Jones in Alma, MI and has over 21 years of experience in the finance industry.
Sarah Foster (CRD# 6420168) is an Investment Advisor Representative working at Edward Jones in Alma, MI and has over 9 years of experience in the finance industry.
Douglas Hoard (CRD# 3122659) is an Investment Advisor Representative working at Equitable Advisors, LLC in Alma, MI and has over 25 years of experience in the finance industry.
Christopher Lewis (CRD# 6728801) is an Investment Advisor Representative working at Lpl Financial LLC in Alma, MI and has over 6 years of experience in the finance industry.
Jared Merchant (CRD# 4539489) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Alma, MI and has over 21 years of experience in the finance industry. Jared Merchant 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.
Shannon Nagy (CRD# 4376500) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Alma, MI and has over 9 years of experience in the finance industry.
Lori Neeb (CRD# 5760930) is an Investment Advisor Representative working at Edward Jones in Alma, MI and has over 13 years of experience in the finance industry.
Kevin Nichols (CRD# 1961596) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Alma, MI and has over 34 years of experience in the finance industry.