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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
Jason Burkholder (CRD# 5537497) is an Investment Advisor Representative working at New Legacy Financial Group, LLC in Smithville, OH and has 1 year of experience in the finance industry. Jason Burkholder 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 Butler (CRD# 1355782) is an Investment Advisor Representative working at Primerica Advisors in New Philadelphia, OH and has over 39 years of experience in the finance industry.
Jason Byers (CRD# 4022636) is an Investment Advisor Representative working at Edward Jones in Massillon, OH and has over 24 years of experience in the finance industry.
John Byler (CRD# 4330780) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Millersburg, OH and has 1 year of experience in the finance industry.
Jeffrey Caghan (CRD# 4464043) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Canton, OH and has over 21 years of experience in the finance industry.
Brittany Caldwell (CRD# 6545540) is an Investment Advisor Representative working at Edward Jones in North Canton, OH and has over 5 years of experience in the finance industry.
Kimberly Caldwell (CRD# 5480581) is an Investment Advisor Representative working at Edward Jones in North Canton, OH and has over 15 years of experience in the finance industry.
Matthew Campbell (CRD# 4201744) is an Investment Advisor Representative working at Commonwealth Financial Network in Millersburg, OH and has over 23 years of experience in the finance industry. Matthew Campbell 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.
Steven Carlson (CRD# 5024470) is an Investment Advisor Representative working at Next Financial Group, Inc. in Canton, OH and has over 18 years of experience in the finance industry.
Candace Carlton (CRD# 2731557) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wooster, OH and has over 23 years of experience in the finance industry.