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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
Tony Fudge (CRD# 5945181) is an Investment Advisor Representative working at Edward Jones in Rushville, IN and has over 12 years of experience in the finance industry.
Erika Gilman (CRD# 4534104) is an Investment Advisor Representative working at Edward Jones in New Castle, IN and has over 21 years of experience in the finance industry.
Robert Gilman (CRD# 2186220) is an Investment Advisor Representative working at Edward Jones in Richmond, IN and has over 32 years of experience in the finance industry.
Matthew Golliher (CRD# 6360230) is an Investment Advisor Representative working at Vista Investment Partners in Richmond, IN and has over 9 years of experience in the finance industry.
Richard Graham (CRD# 1701736) is an Investment Advisor Representative working at Lifecare Retirement Solutions Inc. in New Castle, IN and has over 36 years of experience in the finance industry. Richard Graham 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.
John Grimaldi (CRD# 1229025) is an Investment Advisor Representative working at Grimaldi Investment Services, LLC in Yorktown, IN and has over 40 years of experience in the finance industry.
Brett Guiley (CRD# 4145989) is an Investment Advisor Representative working at Vista Investment Partners in Richmond, IN and has over 23 years of experience in the finance industry. Brett Guiley 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.
Marly Hardy (CRD# 4292920) is an Investment Advisor Representative working at Edward Jones in Anderson, IN and has over 23 years of experience in the finance industry.
William Harmon (CRD# 3161504) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Richmond, IN and has over 25 years of experience in the finance industry. William Harmon 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.
Jacob Hart (CRD# 6060210) is an Investment Advisor Representative working at Avantax Advisory Services in Knightstown, IN and has over 11 years of experience in the finance industry.