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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
Bobby Lamb (CRD# 3048563) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 25 years of experience in the finance industry. Bobby Lamb 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.
Dana Lassley (CRD# 2921654) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Springfield, MO and has over 26 years of experience in the finance industry.
Joseph Latour (CRD# 4436861) is an Investment Advisor Representative working at Latour Asset Management LLC in Springfield, MO and has over 13 years of experience in the finance industry.
Joshua Latour (CRD# 6999094) is an Investment Advisor Representative working at Latour Asset Management LLC in Springfield, MO and has over 5 years of experience in the finance industry.
Jeffrey Layman (CRD# 1732941) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 36 years of experience in the finance industry.
Crystal Leach (CRD# 4057663) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Springfield, MO and has over 24 years of experience in the finance industry.
Jeffrey Lenhart (CRD# 5484916) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 12 years of experience in the finance industry. Jeffrey Lenhart 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.
James Lewis (CRD# 4280499) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Springfield, MO and has over 23 years of experience in the finance industry. James 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.
Tammy Lewis (CRD# 5030574) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Springfield, MO and has over 18 years of experience in the finance industry.
Travis Liles (CRD# 6426118) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 9 years of experience in the finance industry. Travis Liles 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.