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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
Phillip Smeltzer (CRD# 3023928) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Athens, OH and has over 23 years of experience in the finance industry.
Mark Snider (CRD# 429597) is an Investment Advisor Representative working at Lpl Financial LLC in Athens, OH and has over 34 years of experience in the finance industry. Mark Snider 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.
Sandor Vegh (CRD# 5664072) is an Investment Advisor Representative working at Edward Jones in Athens, OH and has over 14 years of experience in the finance industry.
Dawn Wilson (CRD# 5104078) is an Investment Advisor Representative working at Athens Impact Socially Responsible Investments in Athens, OH and has over 17 years of experience in the finance industry.
Danette Carr (CRD# 5801534) is an Investment Advisor Representative working at Lpl Financial LLC in Athens, OH and has over 2 years of experience in the finance industry.
Michael Chapman (CRD# 7400362) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Athens, OH and has 1 year of experience in the finance industry.
Matthew Herink (CRD# 7255544) is an Investment Advisor Representative working at Lexaurum Advisors in Athens, OH and has over 2 years of experience in the finance industry.
Michael Anthony (CRD# 5623767) is an Investment Advisor Representative working at Lpl Financial LLC in Beverly, OH and has over 15 years of experience in the finance industry.
Isaac Beardmore (CRD# 6611551) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marietta, OH and has over 7 years of experience in the finance industry.
Jacob Hill (CRD# 2964258) is an Investment Advisor Representative working at Edward Jones in Logan, OH and has over 26 years of experience in the finance industry. Jacob Hill 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.