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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
Jason Burkholder (CRD# 5537497) is an Investment Advisor Representative working at New Legacy Financial Group, LLC in Smithville, OH and has 1 year of experience in the finance industry. Jason Burkholder 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.
Matthew Burnham (CRD# 5586452) is an Investment Advisor Representative working at Auxin Group Wealth Management, LLC in Akron, OH and has over 15 years of experience in the finance industry.
Benjamin Bury (CRD# 6100353) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 8 years of experience in the finance industry.
Rhett Butler (CRD# 6437840) is an Investment Advisor Representative working at Corecap Advisors in Loudonville, OH and has over 7 years of experience in the finance industry.
Caleb Callahan (CRD# 5011454) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 17 years of experience in the finance industry. Caleb Callahan 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.
Peter Calleri (CRD# 2283479) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Akron, OH and has over 31 years of experience in the finance industry.
Carl Camillo (CRD# 2330113) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Broadview Heights, OH and has over 29 years of experience in the finance industry. Carl Camillo 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.
Harmony Campbell (CRD# 5669720) is a Financial Advisor working at Edward Jones in Fairlawn, OH and has over 7 years of experience in the finance industry.
James Canode (CRD# 2581312) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 28 years of experience in the finance industry.
Kenneth Cardenas (CRD# 6089868) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 10 years of experience in the finance industry.