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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
Thomas Hardin (CRD# 838414) is an Investment Advisor Representative working at Canterbury Investment Management, LLC in Indianapolis, IN and has over 35 years of experience in the finance industry. Thomas Hardin has taken additional exams to become a Chartered Market Technician (CMT), CMTs must pass comprehensive exams in technical market analysis offered through the Market Technicians Association. 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...
Casey Dregits (CRD# 5043350) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Carmel, IN and has over 16 years of experience in the finance industry.
Margot Dwyer (CRD# 4306913) is an Investment Advisor Representative working at Rockefeller Capital Management in Carmel, IN and has over 23 years of experience in the finance industry. Margot Dwyer 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.
Ryan Dwyer (CRD# 6214134) is an Investment Advisor Representative working at Edward Jones in Carmel, IN and has over 10 years of experience in the finance industry.
William Easley (CRD# 1625965) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Carmel, IN and has over 37 years of experience in the finance industry. William Easley 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.
Robert Edwards (CRD# 4559129) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 21 years of experience in the finance industry.
Taylor Ehrman (CRD# 6697131) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Carmel, IN and has over 7 years of experience in the finance industry.
Lou Elliott (CRD# 6884884) is an Investment Advisor Representative working at Edward Jones in Carmel, IN and has over 6 years of experience in the finance industry.
Kelli Ellison (CRD# 6413661) is an Investment Advisor Representative working at Panoramic Financial Planning in Carmel, IN and has over 9 years of experience in the finance industry.
Matt Engerer (CRD# 2245361) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Carmel, IN and has over 31 years of experience in the finance industry.
Kyle Erb (CRD# 5030403) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 18 years of experience in the finance industry. Kyle Erb 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.