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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
Kenneth Bromund (CRD# 4330789) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Millersburg, OH and has over 20 years of experience in the finance industry.
Jacob Buckwalter (CRD# 6458420) is an Investment Advisor Representative working at Whitaker-myers Wealth Managers, Ltd. in Mansfield, OH and has over 8 years of experience in the finance industry.
Lauretta Burkhart (CRD# 2924127) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mansfield, OH and has over 16 years of experience in the finance industry.
Jason Burkholder (CRD# 5537497) is an Investment Advisor Representative working at New Legacy Financial Group, LLC in Smithville, OH and has 1 year of experience in the finance industry. Jason Burkholder 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 Byler (CRD# 4330780) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Millersburg, OH and has 1 year of experience in the finance industry.
Matthew Campbell (CRD# 4201744) is an Investment Advisor Representative working at Commonwealth Financial Network in Millersburg, OH and has over 23 years of experience in the finance industry. Matthew Campbell 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.
Candace Carlton (CRD# 2731557) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wooster, OH and has over 23 years of experience in the finance industry.
Keith Cawrse (CRD# 4129685) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mansfield, OH and has over 23 years of experience in the finance industry.
Chanley Christman (CRD# 2771126) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mansfield, OH and has over 24 years of experience in the finance industry. Chanley Christman 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.
Ross Cochrell (CRD# 5492364) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Wooster, OH and has over 15 years of experience in the finance industry.