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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
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.
Gregory Dupont (CRD# 5091245) is an Investment Advisor Representative working at Advocate Wealth Solutions in Dublin, OH and has 1 year of experience in the finance industry. Gregory Dupont 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.
Clint Edgington (CRD# 5598387) is an Investment Advisor Representative working at Beacon Hill Investment Advisory, LLC in Dublin, OH and has over 15 years of experience in the finance industry.
Steven Elsea (CRD# 2550403) is an Investment Advisor Representative working at Lpl Financial LLC in Dublin, OH and has over 29 years of experience in the finance industry.
Chris Engel (CRD# 4447527) is an Investment Advisor Representative working at Meeder Advisory Services, Inc. in Dublin, OH and has over 14 years of experience in the finance industry.
John Entingh (CRD# 4069806) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Dublin, OH and has over 7 years of experience in the finance industry.
Mark Evans (CRD# 4338688) is an Investment Advisor Representative working at D.a. Davidson & Company in Dublin, OH and has over 20 years of experience in the finance industry.
Richard Everhart (CRD# 2165784) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has over 32 years of experience in the finance industry. Richard Everhart 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.
Melissa Falkenbach (CRD# 1258144) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Dublin, OH and has over 27 years of experience in the finance industry.
Christopher Farmer (CRD# 4600275) is an Investment Advisor Representative working at Advice And Planning Services in Dublin, OH and has over 20 years of experience in the finance industry.