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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
Heather Abshear (CRD# 5740875) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Centerville, OH and has over 7 years of experience in the finance industry.
Daniel Adams (CRD# 7521296) is an Investment Advisor Representative working at Lpl Financial LLC in Centerville, OH and has 1 year of experience in the finance industry.
Nathan Bracci (CRD# 7809714) is an Investment Advisor Representative working at Morgan Stanley in Centerville, OH and has 1 year of experience in the finance industry.
Elizabeth Braun (CRD# 7590101) is an Investment Advisor Representative working at Primerica Advisors in Centerville, OH and has 1 year of experience in the finance industry.
Daniel Evans (CRD# 7584869) is an Investment Advisor Representative working at Ridgeline Wealth Planning LLC in Centerville, OH and has 1 year of experience in the finance industry.
Rick Fennell (CRD# 7576982) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Centerville, OH and has 1 year of experience in the finance industry.
Michael Foley (CRD# 2465643) is an Investment Advisor Representative working at Primerica Advisors in Centerville, OH and has 1 year of experience in the finance industry.
Maria Fry (CRD# 7326845) is an Investment Advisor Representative working at Fry Investment Advisors, Inc. in Centerville, OH and has over 3 years of experience in the finance industry.
Lisa Kee (CRD# 5973913) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Centerville, OH and has 1 year of experience in the finance industry.
Angela Kirkland (CRD# 5578861) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Centerville, OH and has over 13 years of experience in the finance industry.