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Distance Only Dublin, 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
Helen Davis (CRD# 1353380) is an Investment Advisor Representative working at Lifemark Securities Corp. in Dublin, OH and has over 24 years of experience in the finance industry. Helen Davis 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.
Adam Day (CRD# 6346884) is an Investment Advisor Representative working at Wells Fargo Advisors in Dublin, OH and has over 9 years of experience in the finance industry.
David Deberry (CRD# 6025283) is an Investment Advisor Representative working at Primerica Advisors in Dublin, OH and has over 8 years of experience in the finance industry.
John Deitrick (CRD# 4630370) is an Investment Advisor Representative working at Ard Advisory Services, LLC in Dublin, OH and has 1 year of experience in the finance industry. John Deitrick 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.
Jerry Derhodes (CRD# 5388697) is an Investment Advisor Representative working at Primerica Advisors in Dublin, OH and has over 2 years of experience in the finance industry.
Andrew Devantier (CRD# 4459942) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Dublin, OH and has 1 year of experience in the finance industry.
Kenneth Dorsch (CRD# 2727013) is an Investment Advisor Representative working at Mml Investors Services, LLC in Dublin, OH and has over 28 years of experience in the finance industry.
Joseph Dotolo (CRD# 1727440) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dublin, OH and has over 36 years of experience in the finance industry.
Candace Dukes (CRD# 1888382) is an Investment Advisor Representative working at Primerica Advisors in Dublin, OH and has 1 year of experience in the finance industry.
Basil Duncan (CRD# 2316301) is an Investment Advisor Representative working at Lpl Financial LLC in Dublin, OH and has over 31 years of experience in the finance industry. Basil Duncan 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.