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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
Richard Huckeriede (CRD# 1455599) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Marys, OH and has over 37 years of experience in the finance industry.
Christine Hulme (CRD# 2707676) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sidney, OH and has over 28 years of experience in the finance industry. Christine Hulme 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.
Troy Jacks (CRD# 2699124) is an Investment Advisor Representative working at Lpl Financial LLC in Portland, IN and has over 28 years of experience in the finance industry.
Scott Jensen (CRD# 3134571) is an Investment Advisor Representative working at Hardy & Hardy Co LLC in Lima, OH and has over 24 years of experience in the finance industry.
Dianne Karas (CRD# 5467175) is an Investment Advisor Representative working at Edward Jones in Sidney, OH and has over 16 years of experience in the finance industry.
Sarah Karas (CRD# 7068708) is an Investment Advisor Representative working at Edward Jones in Saint Marys, OH and has over 5 years of experience in the finance industry.
Timothy Klingensmith (CRD# 1988290) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Portland, IN and has over 34 years of experience in the finance industry.
Ryan Lange (CRD# 7013069) is an Investment Advisor Representative working at Edward Jones in Saint Henry, OH and has over 5 years of experience in the finance industry.
Sheri Latimer (CRD# 1300315) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Anna, OH and has 1 year of experience in the finance industry.
James Lavy (CRD# 1371384) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Beavercreek, OH and has 1 year of experience in the finance industry.