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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
Thomas Barrick (CRD# 6304340) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Taylor Mill, KY and has over 10 years of experience in the finance industry.
Matthew Barry (CRD# 5433368) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has over 7 years of experience in the finance industry.
Timothy Barry (CRD# 4082369) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry.
Anna Barton (CRD# 2208212) is an Investment Advisor Representative working at Mariner Wealth in West Chester, OH and has over 28 years of experience in the finance industry.
Brent Bascom (CRD# 7003292) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 5 years of experience in the finance industry.
Kimberly Basham (CRD# 5053086) is an Investment Advisor Representative working at Huntington Financial Advisors in Fort Mitchell, KY and has over 18 years of experience in the finance industry. Kimberly Basham 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.
Cern Basher (CRD# 4401337) is an Investment Advisor Representative working at Brilliant Advice, LLC in Cincinnati, OH and has over 23 years of experience in the finance industry.
Daniel Bashinski (CRD# 2179180) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cincinnati, OH and has over 26 years of experience in the finance industry.
Mark Bates (CRD# 4606121) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 21 years of experience in the finance industry. Mark Bates 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.