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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
Robert Curry (CRD# 4165324) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sidney, OH and has over 22 years of experience in the finance industry.
Kristi Daniel (CRD# 6906100) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sidney, OH and has over 6 years of experience in the finance industry.
Brian Davis (CRD# 4049856) is an Investment Advisor Representative working at Principal Securities, Inc. in Richwood, OH and has over 21 years of experience in the finance industry.
Franklin Dietz (CRD# 1225288) is an Investment Advisor Representative working at Edward Jones in Lakeview, OH and has over 24 years of experience in the finance industry.
Robert Earl (CRD# 2583215) is an Investment Advisor Representative working at Commonwealth Financial Network in Troy, OH and has over 29 years of experience in the finance industry.
William Eaton (CRD# 1225605) is an Investment Advisor Representative working at Private Advisor Group, LLC in Troy, OH and has 1 year of experience in the finance industry.
Phillip Edwards (CRD# 2069934) is an Investment Advisor Representative working at On Investment Management Co in Urbana, OH and has over 28 years of experience in the finance industry. Phillip Edwards 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.
Mathieu Fairband (CRD# 3183341) is an Investment Advisor Representative working at Lpl Financial LLC in Troy, OH and has over 25 years of experience in the finance industry.
Jason Faulder (CRD# 6372888) is an Investment Advisor Representative working at Randy L. Copus And Associates,llc in Lakeview, OH and has over 8 years of experience in the finance industry.
Zachary Fiely (CRD# 6183433) is an Investment Advisor Representative working at Edward Jones in Urbana, OH and has over 10 years of experience in the finance industry.