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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
Thomas Murray (CRD# 343734) is an Investment Advisor Representative working at Lpl Financial LLC in Belleville, WV and has over 34 years of experience in the finance industry.
Joseph Bell (CRD# 2457141) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Marietta, OH and has over 23 years of experience in the finance industry.
Sandra Bell (CRD# 724501) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Marietta, OH and has over 37 years of experience in the finance industry. Sandra Bell 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.
Michael Carpenter (CRD# 2435428) is an Investment Advisor Representative working at Lexaurum Advisors, LLC in Athens, OH and has over 17 years of experience in the finance industry. Michael Carpenter 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.
Gregory Garrett (CRD# 845699) is an Investment Advisor Representative working at On Investment Management Co in Parkersburg, WV and has over 31 years of experience in the finance industry.
William Howell (CRD# 1112380) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Marietta, OH and has over 35 years of experience in the finance industry. William Howell 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.
Wendy Porter (CRD# 2341062) is an Investment Advisor Representative working at Cetera Advisors LLC in The Plains, OH and has over 21 years of experience in the finance industry. Wendy Porter 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.
Mark Snider (CRD# 429597) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Athens, OH and has over 28 years of experience in the finance industry. Mark Snider 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.
Andrew Treat (CRD# 2786698) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Parkersburg, WV and has over 20 years of experience in the finance industry.
Neal Watson (CRD# 2762407) is an Investment Advisor Representative working at Fleming Watson Financial Advisors, LLC in Marietta, OH and has over 21 years of experience in the finance industry. Neal Watson 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.