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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
Dathan Lumpkins (CRD# 4697042) is an Investment Advisor Representative working at Wells Fargo Advisors in Saint Joseph, MI and has over 20 years of experience in the finance industry.
Kim Macgregor (CRD# 4333051) is an Investment Advisor Representative working at Edward Jones in Dowagiac, MI and has over 23 years of experience in the finance industry.
Gabriel Macias (CRD# 6297013) is an Investment Advisor Representative working at Lincoln Investment in Stevensville, MI and has over 9 years of experience in the finance industry.
Beth Marsh (CRD# 2782044) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Saint Joseph, MI and has over 27 years of experience in the finance industry.
Michael Marshall (CRD# 6926829) is an Investment Advisor Representative working at Lpl Financial LLC in South Haven, MI and has over 5 years of experience in the finance industry.
Matthew Mast (CRD# 4879321) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Saint Joseph, MI and has over 19 years of experience in the finance industry.
Alan McKee (CRD# 1798892) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Saint Joseph, MI and has over 35 years of experience in the finance industry.
Robert McKee (CRD# 1223331) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Joseph, MI and has over 40 years of experience in the finance industry. Robert McKee 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.
Karla McLean (CRD# 5357892) is an Investment Advisor Representative working at Edward Jones in Saint Joseph, MI and has over 15 years of experience in the finance industry.
David McNabb (CRD# 6942570) is an Investment Advisor Representative working at Edward Jones in Saint Joseph, MI and has over 5 years of experience in the finance industry.