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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
Tobias Jones (CRD# 5623519) is an Investment Advisor Representative working at Primerica Advisors in Centerville, OH and has 1 year of experience in the finance industry.
Valarie Kaney (CRD# 5502947) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Centerville, OH and has over 14 years of experience in the finance industry.
Martin Kappeler (CRD# 5495402) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Centerville, OH and has over 12 years of experience in the finance industry.
James Kilgore (CRD# 6695352) is an Investment Advisor Representative working at 401 Advisor, LLC in Centerville, OH and has over 7 years of experience in the finance industry.
Philip Kingrey (CRD# 2718881) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Centerville, OH and has over 28 years of experience in the finance industry.
James Kirkland (CRD# 4048842) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Centerville, OH and has over 23 years of experience in the finance industry.
Barbara Koch (CRD# 4524474) is an Investment Advisor Representative working at Primerica Advisors in Centerville, OH and has 1 year of experience in the finance industry.
Mark Koogler (CRD# 6000409) is an Investment Advisor Representative working at Edward Jones in Centerville, OH and has over 12 years of experience in the finance industry.
Shelby Lake (CRD# 3276060) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Centerville, OH and has over 24 years of experience in the finance industry.
Holly Linville (CRD# 6487468) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Centerville, OH and has over 8 years of experience in the finance industry.