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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
Ryan Robaugh (CRD# 4249709) is an Investment Advisor Representative working at Hickory Asset Management, Inc. in Concord Township, OH and has over 22 years of experience in the finance industry.
Randy Shaffer (CRD# 1819955) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Conneaut Lake, PA and has over 23 years of experience in the finance industry. Randy Shaffer 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.
Nathan Smith (CRD# 6396533) is an Investment Advisor Representative working at Lpl Financial LLC in Jefferson, OH and has over 9 years of experience in the finance industry.
Jacob Spangler (CRD# 6511072) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Huntsburg, OH and has over 8 years of experience in the finance industry.
Chad Vavpetic (CRD# 5118842) is an Investment Advisor Representative working at Equitable Advisors, LLC in Jefferson, OH and has over 17 years of experience in the finance industry.
Christine Weidig (CRD# 4942839) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chardon, OH and has over 15 years of experience in the finance industry.
Ryan Wilson (CRD# 6439346) is an Investment Advisor Representative working at Edward Jones in North Kingsville, OH and has over 9 years of experience in the finance industry.
Robert Zappitelli (CRD# 1693073) is an Investment Advisor Representative working at Avantax Advisory Services in Concord Township, OH and has over 11 years of experience in the finance industry. Robert Zappitelli 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.
Jeffrey Burch (CRD# 7331312) is an Investment Advisor Representative working at Avantax Advisory Services in Concord Township, OH and has 1 year of experience in the finance industry. Jeffrey Burch 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.
Kevin Cavanagh (CRD# 5797390) is an Investment Advisor Representative working at Edward Jones in Concord Township, OH and has over 4 years of experience in the finance industry.