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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
Julian Guilfoyle (CRD# 6398213) is an Investment Advisor Representative working at Corecap Advisors in Centerburg, OH and has over 9 years of experience in the finance industry.
Charles Hahn (CRD# 1013066) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Mansfield, OH and has over 38 years of experience in the finance industry.
Matthew Harris (CRD# 3116683) is an Investment Advisor Representative working at Whitaker-myers Wealth Managers, Ltd. in Mansfield, OH and has over 25 years of experience in the finance industry.
David Heichel (CRD# 2453722) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has over 26 years of experience in the finance industry. David Heichel 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.
Keith Heichel (CRD# 2058597) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has over 28 years of experience in the finance industry. Keith Heichel 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.
William Heichel (CRD# 4348372) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has 1 year of experience in the finance industry. William Heichel 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.
Jennifer Henderson (CRD# 2526343) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has 1 year of experience in the finance industry. Jennifer Henderson 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.
James Hess (CRD# 4550720) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has over 10 years of experience in the finance industry.
Tammy Higgins (CRD# 6708077) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has over 7 years of experience in the finance industry.
Terry Hill (CRD# 1401086) is an Investment Advisor Representative working at Lincoln Douglas Investments, LLC in Mount Vernon, OH and has over 31 years of experience in the finance industry.