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Distance Only Concord Township, OH
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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
Nancy Kitson (CRD# 1527475) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Concord Township, OH and has over 27 years of experience in the finance industry.
David Lemond (CRD# 4207176) is an Investment Advisor Representative working at Edward Jones in Concord Township, OH and has over 23 years of experience in the finance industry.
Daniel Lescoezec (CRD# 1858011) is an Investment Advisor Representative working at Hickory Asset Management, Inc. in Concord Township, OH and has over 23 years of experience in the finance industry.
Bradford Lohiser (CRD# 4542401) is an Investment Advisor Representative working at Zenith Investments in Concord Township, OH and has 1 year of experience in the finance industry. Bradford Lohiser 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.
Robert Lord (CRD# 6599020) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Concord Township, OH and has over 6 years of experience in the finance industry.
Daniel Midgley (CRD# 2167095) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Concord Township, OH and has over 18 years of experience in the finance industry.
Lee Quignano (CRD# 3075373) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Concord Township, OH and has over 16 years of experience in the finance industry.
Ryan Robaugh (CRD# 4249709) is an Investment Advisor Representative working at Hickory Asset Management, Inc. in Concord Township, OH and has over 22 years of experience in the finance industry.
Robert Zappitelli (CRD# 1693073) is an Investment Advisor Representative working at Avantax Advisory Services in Concord Township, OH and has over 11 years of experience in the finance industry. Robert Zappitelli 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.
Jeffrey Burch (CRD# 7331312) is an Investment Advisor Representative working at Avantax Advisory Services in Concord Township, OH and has 1 year of experience in the finance industry. Jeffrey Burch 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.