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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
Vanessa Levan (CRD# 4610360) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Urbana, IL and has over 21 years of experience in the finance industry.
Nathan Lewis (CRD# 5005338) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Champaign, IL and has over 11 years of experience in the finance industry.
Paul Lewis (CRD# 1052535) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Champaign, IL and has over 32 years of experience in the finance industry. Paul Lewis 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.
Justin Little (CRD# 6732977) is an Investment Advisor Representative working at Edward Jones in Rantoul, IL and has over 7 years of experience in the finance industry.
Xinhong Liu (CRD# 6686467) is an Investment Advisor Representative working at Financial Planning, Asset Management in Champaign, IL and has over 7 years of experience in the finance industry. Xinhong Liu 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.
Scott Loos (CRD# 1111038) is an Investment Advisor Representative working at Prudential Financial Planning Services in Champaign, IL and has over 32 years of experience in the finance industry.
John Malkovich (CRD# 1209374) is an Investment Advisor Representative working at Lpl Financial LLC in Savoy, IL and has over 38 years of experience in the finance industry. John Malkovich 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.
Emily Manganaro (CRD# 5767888) is an Investment Advisor Representative working at Lpl Financial LLC in Champaign, IL and has over 14 years of experience in the finance industry.
David Marrone (CRD# 1354715) is an Investment Advisor Representative working at Financial Synergy, Inc. in Champaign, IL and has over 37 years of experience in the finance industry.
Kim Martin (CRD# 4052113) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Champaign, IL and has over 23 years of experience in the finance industry.