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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
Casey Davis (CRD# 5320645) is an Investment Advisor Representative working at Landing Point Financial Group in Avon, OH and has 1 year of experience in the finance industry.
Brian Hider (CRD# 4625987) is an Investment Advisor Representative working at Landing Point Financial Group in Avon, OH and has over 21 years of experience in the finance industry.
Nathan Kaufman (CRD# 5846690) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Avon, OH and has over 13 years of experience in the finance industry.
James Moyer (CRD# 4473438) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Avon, OH and has over 22 years of experience in the finance industry.
James Szado (CRD# 7347683) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Avon, OH and has 1 year of experience in the finance industry.
Sarah Warnkin (CRD# 7788780) is an Investment Advisor Representative working at Prosperity Capital Advisors in Avon, OH and has 1 year of experience in the finance industry.
Richard Gerbracht (CRD# 5310387) is an Investment Advisor Representative working at Lpl Financial LLC in Bay Village, OH and has over 16 years of experience in the finance industry.
Robert Billstein (CRD# 1065232) is an Investment Advisor Representative working at Independence Capital Company, Inc. in Parma, OH and has almost 40 years of experience in the financial industry. Robert Billstein 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 putclients' interests first and comply with the Financial Planning...
Richard Martin (CRD# 4787364) is an Investment Advisor Representative working at The Center For Eldercare Finance in Cleveland, OH and has over 19 years of experience in the finance industry. Richard Martin 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.
David Abate (CRD# 5069849) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 17 years of experience in the finance industry. David Abate 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.