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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
Andrew Zumwalt (CRD# 6801870) is an Investment Advisor Representative working at Argent Financial Planning Group LLC in Columbia, MO and has 1 year of experience in the finance industry. Andrew Zumwalt 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.
Simon Abegg (CRD# 7210899) is an Investment Advisor Representative working at Wr Wealth Planners LLC in Columbia, MO and has over 2 years of experience in the finance industry.
Drew Bax (CRD# 7383053) is an Investment Advisor Representative working at Lpl Financial LLC in Boonville, MO and has over 2 years of experience in the finance industry.
Graham Buresh (CRD# 7721495) is an Investment Advisor Representative working at Wr Wealth Planners LLC in Columbia, MO and has 1 year of experience in the finance industry.
Max Butler (CRD# 7790981) is an Investment Advisor Representative working at Edward Jones in Columbia, MO and has 1 year of experience in the finance industry.
Angela Cantin (CRD# 6213794) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MO and has 1 year of experience in the finance industry.
William Echelmeier (CRD# 7201775) is an Investment Advisor Representative working at Edward Jones in Columbia, MO and has over 3 years of experience in the finance industry.
Joshua Evans (CRD# 7139177) is an Investment Advisor Representative working at Convergence Financial in Columbia, MO and has over 3 years of experience in the finance industry.
Lori Ferrera (CRD# 7144047) is an Investment Advisor Representative working at Convergence Financial in Columbia, MO and has over 3 years of experience in the finance industry.
Luana Fields (CRD# 7734295) is an Investment Advisor Representative working at Edward Jones in Columbia, MO and has 1 year of experience in the finance industry.