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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
Kristi Montgomery (CRD# 5988468) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mattoon, IL and has over 11 years of experience in the finance industry.
John Murphy (CRD# 2829209) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Casey, IL and has over 27 years of experience in the finance industry.
David Phipps (CRD# 3147804) is an Investment Advisor Representative working at Lpl Financial LLC in Mattoon, IL and has over 25 years of experience in the finance industry.
Harold Pope (CRD# 1051135) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mattoon, IL and has over 40 years of experience in the finance industry. Harold Pope 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.
Matthew Pope (CRD# 2371695) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mattoon, IL and has over 26 years of experience in the finance industry.
Jason Popovich (CRD# 3164017) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mattoon, IL and has over 25 years of experience in the finance industry.
Renee Servis (CRD# 4488899) is an Investment Advisor Representative working at Lpl Financial LLC in Toledo, IL and has over 22 years of experience in the finance industry.
Jamie Shoot (CRD# 6326415) is an Investment Advisor Representative working at Edward Jones in Sullivan, IL and has over 9 years of experience in the finance industry.
John Stewart (CRD# 716694) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mattoon, IL and has over 32 years of experience in the finance industry.
Shane Todd (CRD# 6789291) is an Investment Advisor Representative working at Edward Jones in Greenup, IL and has over 6 years of experience in the finance industry.