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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
Anthony Arsenault (CRD# 1769804) is an Investment Advisor Representative working at Primerica Advisors in Centerville, OH and has 1 year of experience in the finance industry.
Michael Aukerman (CRD# 5207532) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 17 years of experience in the finance industry.
Brian Austria (CRD# 6418990) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Beavercreek, OH and has over 7 years of experience in the finance industry.
Daniel Austria (CRD# 1721928) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Beavercreek, OH and has over 22 years of experience in the finance industry.
Marie Azbill (CRD# 4340062) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Centerville, OH and has over 15 years of experience in the finance industry.
John Bach (CRD# 5436710) is an Investment Advisor Representative working at Invest Capital Partners in Springboro, OH and has over 16 years of experience in the finance industry. John Bach 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 Bachmeyer (CRD# 1284112) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cincinnati, OH and has over 38 years of experience in the finance industry.
Curtis Bailey (CRD# 5014400) is an Investment Advisor Representative working at Quiet Wealth Management in Cincinnati, OH and has over 16 years of experience in the finance industry. Curtis Bailey 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.
Brian Baker (CRD# 6176943) is an Investment Advisor Representative working at Huntington Financial Advisors in West Milton, OH and has over 7 years of experience in the finance industry.
Carl Baker (CRD# 863010) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fairborn, OH and has over 20 years of experience in the finance industry.