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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
Joseph Wesley (CRD# 2351330) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richmond, IN and has over 31 years of experience in the finance industry.
Mark Wright (CRD# 2425878) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 30 years of experience in the finance industry. Mark Wright 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 Barga (CRD# 7094746) is an Investment Advisor Representative working at Edward Jones in Greenville, OH and has over 2 years of experience in the finance industry.
Shellie Baugh (CRD# 4609729) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oxford, OH and has over 20 years of experience in the finance industry.
Cindy Bernzott (CRD# 5435055) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Connersville, IN and has over 16 years of experience in the finance industry.
Crysta Bloomingdale (CRD# 7234688) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has 1 year of experience in the finance industry.
Gary Cloyd (CRD# 2215473) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Greenville, OH and has over 31 years of experience in the finance industry.
Derek Davis (CRD# 7793540) is an Investment Advisor Representative working at Edward Jones in Richmond, IN and has 1 year of experience in the finance industry.
Sydney Dulle (CRD# 7319750) is an Investment Advisor Representative working at Edward Jones in Eaton, OH and has over 2 years of experience in the finance industry.
Howard Koch (CRD# 6767044) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Winchester, IN and has over 7 years of experience in the finance industry.