-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Dustin Johnson (CRD# 5523584) is an Investment Advisor Representative working at Heritage Asset Management, LLC in Belton, MO and has over 15 years of experience in the finance industry.
David Thompson (CRD# 4440375) is an Investment Advisor Representative working at Heritage Asset Management, LLC in Belton, MO and has over 22 years of experience in the finance industry.
Jason Wood (CRD# 5887217) is an Investment Advisor Representative working at Edward Jones in Belton, MO and has over 13 years of experience in the finance industry.
Fred Yonker (CRD# 6665777) is an Investment Advisor Representative working at Edward Jones in Belton, MO and has over 7 years of experience in the finance industry.
Quincey Bernard (CRD# 7248228) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Belton, MO and has over 3 years of experience in the finance industry.
James is a native of Northeast Missouri and holds a Bachelor of Science degree in Finance from University of Central Missouri. James has earned three professional designations since entering the financial services profession in 1990, Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU). His certifications were awarded through the American College in Bryn Mawr, PA. The American College provided financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning...
Glenn Able (CRD# 1380183) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 18 years of experience in the finance industry.
Michael Abramson (CRD# 5216324) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 17 years of experience in the finance industry.
Timothy Accurso (CRD# 5595335) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Overland Park, KS and has over 15 years of experience in the finance industry.
Kevin Adams (CRD# 6202919) is an Investment Advisor Representative working at Equitable Advisors, LLC in Overland Park, KS and has over 10 years of experience in the finance industry.