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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
Darrin Haubert (CRD# 6045609) is an Investment Advisor Representative working at Wells Fargo Advisors in Troy, OH and has over 11 years of experience in the finance industry.
Eric Haubert (CRD# 2522029) is an Investment Advisor Representative working at Wells Fargo Advisors in Bellefontaine, OH and has over 29 years of experience in the finance industry.
Andria Haworth (CRD# 4561536) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Piqua, OH and has over 12 years of experience in the finance industry.
Benjamin Headlee (CRD# 4854731) is an Investment Advisor Representative working at Edward Jones in Urbana, OH and has over 18 years of experience in the finance industry.
Gregg Hews (CRD# 1642502) is an Investment Advisor Representative working at Park Avenue Securities LLC in Troy, OH and has over 25 years of experience in the finance industry.
Daniel Hoelscher (CRD# 2857173) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Sidney, OH and has over 24 years of experience in the finance industry. Daniel Hoelscher 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.
Mark Hoge (CRD# 5841345) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sidney, OH and has over 13 years of experience in the finance industry.
Amanda Homan (CRD# 5861525) is an Investment Advisor Representative working at Avantax Advisory Services in Celina, OH and has over 7 years of experience in the finance industry.
Jonathan Hoskins (CRD# 4624146) is an Investment Advisor Representative working at Lpl Financial LLC in Urbana, OH and has over 5 years of experience in the finance industry. Jonathan Hoskins 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.
Lisa Howe (CRD# 2849154) is an Investment Advisor Representative working at Wells Fargo Advisors in Minster, OH and has over 27 years of experience in the finance industry. Lisa Howe 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.