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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
Benjamen Banks (CRD# 5124959) is an Investment Advisor Representative working at Forum Private Client Group in Fishers, IN and has over 17 years of experience in the finance industry. Benjamen Banks 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.
Jay Barclay (CRD# 4035158) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Indianapolis, IN and has over 24 years of experience in the finance industry. Jay Barclay 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.
John Barker (CRD# 5138223) is an Investment Advisor Representative working at Mml Investors Services, LLC in Indianapolis, IN and has over 16 years of experience in the finance industry.
Everett Barnes (CRD# 4156144) is an Investment Advisor Representative working at Edelman Financial Engines in Indianapolis, IN and has over 23 years of experience in the finance industry.
Thomas Barrett (CRD# 4629336) is an Investment Advisor Representative working at Biechele Royce Advisors, Inc. in Fishers, IN and has over 21 years of experience in the finance industry.
Mike Barry (CRD# 1907944) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Indianapolis, IN and has over 35 years of experience in the finance industry.
Karl Barske (CRD# 4160907) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Indianapolis, IN and has over 24 years of experience in the finance industry.
Braxton Barton (CRD# 6725603) is an Investment Advisor Representative working at Prudential Financial Planning Services in Indianapolis, IN and has over 7 years of experience in the finance industry.
David Bartz (CRD# 1562123) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Indianapolis, IN and has over 36 years of experience in the finance industry.
David Baugh (CRD# 858800) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indianapolis, IN and has over 43 years of experience in the finance industry.