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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
Stephen Kirk (CRD# 6168744) is an Investment Advisor Representative working at Edward Jones in Mc Connelsville, OH and has over 4 years of experience in the finance industry.
Wendy Martin (CRD# 6370092) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Williamstown, WV and has over 3 years of experience in the finance industry.
Michael McCreary (CRD# 7421055) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marietta, OH and has 1 year of experience in the finance industry.
Brennan McKean (CRD# 7538659) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marietta, OH and has 1 year of experience in the finance industry.
Christopher Metz (CRD# 5058770) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Saint Marys, WV and has over 18 years of experience in the finance industry.
Steven Mooney (CRD# 7488094) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Parkersburg, WV and has over 2 years of experience in the finance industry.
Christin Neese (CRD# 7041599) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Marietta, OH and has 1 year of experience in the finance industry.
James Parsons (CRD# 1846709) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Marietta, OH and has over 28 years of experience in the finance industry. James Parsons 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.
Lori Pointer (CRD# 6146047) is an Investment Advisor Representative working at United Brokerage Services Inc. in Parkersburg, WV and has over 7 years of experience in the finance industry.
Kayla Sayres (CRD# 7636969) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Parkersburg, WV and has 1 year of experience in the finance industry.