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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
Jeremy Kelley (CRD# 5549094) is an Investment Advisor Representative working at Creative Financial Solutions, LLC in Washington Court House, OH and has over 13 years of experience in the finance industry. Jeremy Kelley 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 Lewis (CRD# 4910187) is an Investment Advisor Representative working at Edward Jones in Jackson, OH and has over 18 years of experience in the finance industry.
Shane McMahon (CRD# 3028092) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Washington C H, OH and has 1 year of experience in the finance industry.
Caleb Nickell (CRD# 4573330) is an Investment Advisor Representative working at Edward Jones in Circleville, OH and has over 5 years of experience in the finance industry.
Charles Pockras (CRD# 710795) is an Investment Advisor Representative working at Edward Jones in Circleville, OH and has over 43 years of experience in the finance industry.
Eric Potts (CRD# 6722595) is an Investment Advisor Representative working at Moment Financial Planning in Circleville, OH and has over 7 years of experience in the finance industry.
Kimberly Roe (CRD# 4269860) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waverly, OH and has over 20 years of experience in the finance industry.
Taylor Rose (CRD# 5670567) is an Investment Advisor Representative working at Edward Jones in Jackson, OH and has over 10 years of experience in the finance industry.
Richard Tucker (CRD# 2329301) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Washington Court House, OH and has over 30 years of experience in the finance industry.
David Webb (CRD# 714765) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Circleville, OH and has over 32 years of experience in the finance industry.