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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
Brett Guiley (CRD# 4145989) is an Investment Advisor Representative working at Vista Investment Partners in Richmond, IN and has over 23 years of experience in the finance industry. Brett Guiley 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.
William Harmon (CRD# 3161504) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Richmond, IN and has over 25 years of experience in the finance industry. William Harmon 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.
Jacob Hart (CRD# 6060210) is an Investment Advisor Representative working at Avantax Advisory Services in Knightstown, IN and has over 11 years of experience in the finance industry.
Erika Hayes (CRD# 6060962) is an Investment Advisor Representative working at Edward Jones in New Castle, IN and has over 10 years of experience in the finance industry.
Heather Hill (CRD# 4124023) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in New Castle, IN and has over 11 years of experience in the finance industry.
Donald House (CRD# 5718536) is an Investment Advisor Representative working at Spectrum Advisors Financial, LLC in Richmond, IN and has over 14 years of experience in the finance industry.
Tricia Johnson (CRD# 2580911) is an Investment Advisor Representative working at Edward Jones in Greensburg, IN and has over 6 years of experience in the finance industry.
Vicki Kelsey (CRD# 5476589) is an Investment Advisor Representative working at Shoreline Wealth Advisors in New Castle, IN and has over 16 years of experience in the finance industry.
Timothy Klauke (CRD# 3003481) is an Investment Advisor Representative working at Blue Bison Investments in Centerville, IN and has over 26 years of experience in the finance industry.
Ryan Lawson (CRD# 6367321) is an Investment Advisor Representative working at OneAmerica Securities in Indianapolis, IN and has 2 years of experience in the finance industry.