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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
Ann Agozzino (CRD# 5819537) is an Investment Advisor Representative working at Lpl Financial LLC in Wapakoneta, OH and has over 8 years of experience in the finance industry.
Eric Biggs (CRD# 6067092) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Versailles, OH and has 1 year of experience in the finance industry.
Sandra Boesche (CRD# 5349120) is an Investment Advisor Representative working at Edward Jones in Saint Marys, OH and has over 2 years of experience in the finance industry.
Jason Christman (CRD# 7119729) is an Investment Advisor Representative working at Edward Jones in Anna, OH and has over 4 years of experience in the finance industry.
Adam Fullenkamp (CRD# 7231593) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Sidney, OH and has 1 year of experience in the finance industry. Adam Fullenkamp 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.
Julie Fuller (CRD# 6039558) is an Investment Advisor Representative working at Money Concepts Advisory Service in Sidney, OH and has 1 year of experience in the finance industry.
Cole Graeser (CRD# 7421143) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Piqua, OH and has over 2 years of experience in the finance industry.
David Heintz (CRD# 7227688) is an Investment Advisor Representative working at Lpl Financial LLC in Sidney, OH and has over 2 years of experience in the finance industry.
Ashley Himes (CRD# 6444310) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sidney, OH and has 1 year of experience in the finance industry.
Tamra Kaufman (CRD# 7111670) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Portland, IN and has over 4 years of experience in the finance industry.