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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
William Criner (CRD# 2616214) is an Investment Advisor Representative working at Primerica Advisors in Centerville, OH and has over 28 years of experience in the finance industry.
Angela Curtis (CRD# 2232825) is an Investment Advisor Representative working at Lpl Financial LLC in Centerville, OH and has over 31 years of experience in the finance industry. Angela Curtis 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.
Keith Davis (CRD# 1177735) is an Investment Advisor Representative working at Principal Securities, Inc. in Centerville, OH and has over 13 years of experience in the finance industry.
Dennis Delphenich (CRD# 1854723) is an Investment Advisor Representative working at Gries Financial LLC in Centerville, OH and has over 35 years of experience in the finance industry.
Charles Demaree (CRD# 832866) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Centerville, OH and has over 31 years of experience in the finance industry.
Dara Demaree (CRD# 4728371) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Centerville, OH and has over 20 years of experience in the finance industry.
William Deshurko (CRD# 1717919) is an Investment Advisor Representative working at 401 Advisor, LLC in Centerville, OH and has over 31 years of experience in the finance industry.
Gary Downie (CRD# 2851636) is an Investment Advisor Representative working at Wealth Pinnacle, Inc. in Centerville, OH and has over 18 years of experience in the finance industry.
Michael Druffner (CRD# 2407551) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Centerville, OH and has over 30 years of experience in the finance industry.
Bobbie Elam (CRD# 4540645) is an Investment Advisor Representative working at Primerica Advisors in Centerville, OH and has 1 year of experience in the finance industry.