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Distance Only Decatur, IL
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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
Joshua Lipson (CRD# 5703979) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 14 years of experience in the finance industry.
James Livasy (CRD# 1185234) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Decatur, IL and has over 40 years of experience in the finance industry.
Michael Mandrell (CRD# 3015887) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Decatur, IL and has over 23 years of experience in the finance industry.
J Bret Mason (CRD# 1865923) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Decatur, IL and has over 35 years of experience in the finance industry.
Gregory McGinn (CRD# 1462817) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 38 years of experience in the finance industry.
Terry Miller (CRD# 2859939) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has 1 year of experience in the finance industry.
Vickie Miller (CRD# 3088570) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Decatur, IL and has over 25 years of experience in the finance industry. Vickie Miller 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.
James Minton (CRD# 2240878) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 31 years of experience in the finance industry.
Craig Moncey (CRD# 3176383) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 25 years of experience in the finance industry.
James Neff (CRD# 1213898) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Decatur, IL and has over 40 years of experience in the finance industry.