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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
Jerald Kennedy (CRD# 4163151) is an Investment Advisor Representative working at Adviser Alliance, LLC in Commercial Point, OH and has 1 year of experience in the finance industry.
Andrew Lehman (CRD# 5706352) is an Investment Advisor Representative working at Inspire Advisors, LLC in Columbus, OH and has over 12 years of experience in the finance industry. Andrew Lehman 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Fred Abbott (CRD# 2278230) is an Investment Advisor Representative working at Lpl Financial LLC in Westerville, OH and has over 30 years of experience in the finance industry. Fred Abbott 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.
Clay Acer (CRD# 6112873) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Columbus, OH and has over 6 years of experience in the finance industry. Clay Acer 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.
Femi Adeagbo (CRD# 3259691) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chicago, IL and has over 9 years of experience in the finance industry.
Christopher Adkins (CRD# 5648541) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dublin, OH and has over 14 years of experience in the finance industry.
Michael Agriesti (CRD# 3165835) is an Investment Advisor Representative working at Lpl Financial LLC in Columbus, OH and has over 19 years of experience in the finance industry.
Ana Aguirre (CRD# 2304366) is an Investment Advisor Representative working at Nationwide Investment Advisors, LLC in Columbus, OH and has over 19 years of experience in the finance industry.
John Albrecht (CRD# 3222902) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Dublin, OH and has over 24 years of experience in the finance industry.
Mark Aldridge (CRD# 1278017) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dublin, OH and has over 30 years of experience in the finance industry. Mark Aldridge 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.