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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
Dianne Karas (CRD# 5467175) is an Investment Advisor Representative working at Edward Jones in Sidney, OH and has over 16 years of experience in the finance industry.
Thomas Kleptz (CRD# 6317813) is an Investment Advisor Representative working at Turnstone Financial in Troy, OH and has over 9 years of experience in the finance industry.
Adam Langdon (CRD# 2447642) is an Investment Advisor Representative working at Lpl Financial LLC in Troy, OH and has over 19 years of experience in the finance industry.
Sheri Latimer (CRD# 1300315) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Anna, OH and has 1 year of experience in the finance industry.
David Levorchick (CRD# 4849302) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Sidney, OH and has over 18 years of experience in the finance industry.
Bryson Long (CRD# 6184804) is an Investment Advisor Representative working at Edward Jones in Sidney, OH and has over 10 years of experience in the finance industry.
Kasey Massie-Yeagle (CRD# 5348707) is an Investment Advisor Representative working at Wells Fargo Advisors in Troy, OH and has over 8 years of experience in the finance industry.
Stephen McBride (CRD# 4669154) is an Investment Advisor Representative working at Heritage Wealth Partners, LLC in Kenton, OH and has over 18 years of experience in the finance industry. Stephen McBride 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.
Myrtie Melas (CRD# 4959791) is an Investment Advisor Representative working at Pnc Investments in Troy, OH and has over 15 years of experience in the finance industry.
Chad Metzger (CRD# 2643188) is an Investment Advisor Representative working at Edward Jones in Wapakoneta, OH and has over 26 years of experience in the finance industry.