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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
Phillip Lawson (CRD# 5327655) is an Investment Advisor Representative working at Alphastar Capital Management in Findlay, OH and has over 16 years of experience in the finance industry.
Daniel Lincoln (CRD# 6657445) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Findlay, OH and has over 6 years of experience in the finance industry.
Mark Long (CRD# 5208686) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Findlay, OH and has over 9 years of experience in the finance industry.
David Lotz (CRD# 2294368) is an Investment Advisor Representative working at Edward Jones in Lima, OH and has over 31 years of experience in the finance industry.
Mark Maas (CRD# 1306836) is an Investment Advisor Representative working at Spc in Findlay, OH and has over 29 years of experience in the finance industry.
Carmen Mangiola (CRD# 4354375) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Findlay, OH and has over 23 years of experience in the finance industry.
Michael Martin (CRD# 4654988) is an Investment Advisor Representative working at Edward Jones in Findlay, OH and has over 20 years of experience in the finance industry.
Philip Mason (CRD# 2877597) is an Investment Advisor Representative working at Mml Investors Services, LLC in Columbus Grove, OH and has over 26 years of experience in the finance industry.
Geoffrey Masters (CRD# 6411365) is an Investment Advisor Representative working at Primerica Advisors in Findlay, OH and has over 8 years of experience in the finance industry.
Stephen McBride (CRD# 4669154) is an Investment Advisor Representative working at Heritage Wealth Partners, LLC in Kenton, OH and has over 18 years of experience in the finance industry. Stephen McBride 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.