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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
James Sullivan (CRD# 4424629) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mitchell, IN and has over 22 years of experience in the finance industry.
Lana Sullivan (CRD# 6025538) is an Investment Advisor Representative working at Edward Jones in Salem, IN and has over 9 years of experience in the finance industry.
Lonnie Tate (CRD# 5269841) is an Investment Advisor Representative working at Edward Jones in Columbus, IN and has over 15 years of experience in the finance industry.
Trina Tracy (CRD# 1747980) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Seymour, IN and has over 36 years of experience in the finance industry. Trina Tracy 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.
Frank Tuxworth (CRD# 3033863) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Columbus, IN and has over 16 years of experience in the finance industry.
Warren Ward (CRD# 2161447) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Columbus, IN and has over 32 years of experience in the finance industry. Warren Ward 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.
David Weiss (CRD# 5877292) is an Investment Advisor Representative working at Edward Jones in Columbus, IN and has over 13 years of experience in the finance industry.
Wesley Whitfield (CRD# 6973070) is an Investment Advisor Representative working at Lpl Financial LLC in Paoli, IN and has over 5 years of experience in the finance industry.
Paul Wilkin (CRD# 2233449) is an Investment Advisor Representative working at Smi Advisory Services, LLC in Columbus, IN and has over 28 years of experience in the finance industry. Paul Wilkin 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.
Dustin Williams (CRD# 5089947) is an Investment Advisor Representative working at Lpl Financial LLC in Bedford, IN and has over 18 years of experience in the finance industry.