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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
Christopher Barnes (CRD# 5450906) is an Investment Advisor Representative working at Pnc Investments in Mason, OH and has over 16 years of experience in the finance industry.
Ryan Barnett (CRD# 5705053) is an Investment Advisor Representative working at Equitable Advisors, LLC in West Chester, OH and has over 13 years of experience in the finance industry.
Edward Barren (CRD# 1526214) is an Investment Advisor Representative working at Primerica Advisors in Cincinnati, OH and has over 37 years of experience in the finance industry.
Justin Barrett (CRD# 7032950) is an Investment Advisor Representative working at Edward Jones in Hamilton, OH and has over 5 years of experience in the finance industry.
Timothy Barry (CRD# 4082369) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry.
Jacob Bartel (CRD# 6291505) is an Investment Advisor Representative working at Birchcreek Wealth Management, LLC in Miami Township, OH and has over 9 years of experience in the finance industry. Jacob Bartel 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.
Anna Barton (CRD# 2208212) is an Investment Advisor Representative working at Mariner Wealth in West Chester, OH and has over 28 years of experience in the finance industry.
Donald Bates (CRD# 2612645) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richmond, IN and has over 29 years of experience in the finance industry.
Mark Bates (CRD# 4606121) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 21 years of experience in the finance industry. Mark Bates 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.
Chad Baxter (CRD# 6218834) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 7 years of experience in the finance industry. Chad Baxter 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.