-
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
Simon Buchman (CRD# 5766028) is an Investment Advisor Representative working at Johnson Investment Counsel, Inc. in Cincinnati, OH and has over 13 years of experience in the finance industry. Simon Buchman 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.
Gregory Burch (CRD# 2721813) is an Investment Advisor Representative working at L.m. Kohn & Company in Fairfield, OH and has over 27 years of experience in the finance industry.
Jake Butcher (CRD# 5058104) is an Investment Advisor Representative working at Hcm Wealth Advisors in Cincinnati, OH and has 1 year of experience in the finance industry. Jake Butcher 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.
Brian Butt (CRD# 5378024) is an Investment Advisor Representative working at Johnson Investment Counsel, Inc. in Cincinnati, OH and has over 16 years of experience in the finance industry.
Matthew Calme (CRD# 6353065) is an Investment Advisor Representative working at Hcm Wealth Advisors in Cincinnati, OH and has over 9 years of experience in the finance industry. Matthew Calme 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.
Neil Cate (CRD# 6862763) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Fairfield, OH and has over 6 years of experience in the finance industry.
David Cheatham (CRD# 4558824) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hamilton, OH and has over 3 years of experience in the finance industry.
Jacob Childers (CRD# 6692109) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Hebron, KY and has over 7 years of experience in the finance industry.
John Cioffi (CRD# 2376946) is an Investment Advisor Representative working at Vertice Capital Partners, LLC in Oxford, OH and has over 24 years of experience in the finance industry.
Chad Clemons (CRD# 6581097) is an Investment Advisor Representative working at Edward Jones in Fairfield, OH and has over 8 years of experience in the finance industry.