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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 Abshire (CRD# 2667585) is an Investment Advisor Representative working at Edward Jones in Oxford, OH and has over 28 years of experience in the finance industry.
Dwayne Adams (CRD# 2409932) is an Investment Advisor Representative working at Lpl Financial LLC in Centerville, OH and has over 30 years of experience in the finance industry. Dwayne Adams 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.
Afetsi Aidam (CRD# 4749092) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Miamisburg, OH and has over 19 years of experience in the finance industry.
Ronald Alban (CRD# 4553605) is an Investment Advisor Representative working at Alban Investment Management, LLC in Kettering, OH and has over 21 years of experience in the finance industry.
Tonya Albright (CRD# 5101157) is an Investment Advisor Representative working at Primerica Advisors in Centerville, OH and has 1 year of experience in the finance industry.
Robert Allen (CRD# 2335448) is an Investment Advisor Representative working at Lpl Financial LLC in Centerville, OH and has over 30 years of experience in the finance industry.
Zachary Allen (CRD# 5441376) is an Investment Advisor Representative working at Park Avenue Securities LLC in Troy, OH and has over 10 years of experience in the finance industry.
Steven Allread (CRD# 2957137) is an Investment Advisor Representative working at Cutter & Company, Inc. in Dayton, OH and has over 25 years of experience in the finance industry.
Aaron Ames (CRD# 2574303) is an Investment Advisor Representative working at Lpl Financial LLC in Oxford, OH and has over 14 years of experience in the finance industry.
Roger Ames (CRD# 1083148) is an Investment Advisor Representative working at Lpl Financial LLC in Oxford, OH and has over 41 years of experience in the finance industry. Roger Ames 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.