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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
Frances Lawrence (CRD# 7305361) is an Investment Advisor Representative working at Elwood & Goetz in Columbia, MO and has over 3 years of experience in the finance industry.
David Mackey (CRD# 6851123) is an Investment Advisor Representative working at Avantax Advisory Services in Columbia, MO and has over 6 years of experience in the finance industry.
Collin McCarty (CRD# 2603726) is an Investment Advisor Representative working at Next Financial Group, Inc. in Columbia, MO and has over 29 years of experience in the finance industry.
Eric Morrison (CRD# 5450565) is an Investment Advisor Representative working at Sundvold Financial in Columbia, MO and has 1 year of experience in the finance industry.
Ryan Mueller (CRD# 7232415) is an Investment Advisor Representative working at The Wealth Consulting Group in Columbia, MO and has over 3 years of experience in the finance industry.
Sydney Peak (CRD# 7616653) is an Investment Advisor Representative working at Propartners Wealth in Columbia, MO and has 1 year of experience in the finance industry.
Jacob Portock (CRD# 7373208) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Columbia, MO and has over 2 years of experience in the finance industry.
Angela Randall (CRD# 4974596) is an Investment Advisor Representative working at Edward Jones in Columbia, MO and has over 18 years of experience in the finance industry.
Edgerly Roberts (CRD# 6229030) is an Investment Advisor Representative working at Eagle Bluffs Wealth Management LLC in Columbia, MO and has over 10 years of experience in the finance industry.
Bret Rodabaugh (CRD# 6405579) is an Investment Advisor Representative working at Alexander Labrunerie & Company, Inc. in Columbia, MO and has over 8 years of experience in the finance industry. Bret Rodabaugh 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.