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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
Angela Bourgeois (CRD# 2976589) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ann Arbor, MI and has over 26 years of experience in the finance industry.
Matthew Bowden (CRD# 6189648) is an Investment Advisor Representative working at Cwm, LLC in Ann Arbor, MI and has over 10 years of experience in the finance industry. Matthew Bowden 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.
Laura Bowe (CRD# 5289524) is an Investment Advisor Representative working at Key Investment Services LLC in Toledo, OH and has over 13 years of experience in the finance industry.
Brooke Bowerman (CRD# 3095349) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Toledo, OH and has over 25 years of experience in the finance industry.
Donald Boyer (CRD# 3089083) is an Investment Advisor Representative working at Key Investment Services LLC in Sylvania, OH and has over 25 years of experience in the finance industry.
Ronald Brant (CRD# 847366) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Monroe, MI and has over 38 years of experience in the finance industry.
Adam Brentlinger (CRD# 6074012) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Toledo, OH and has over 9 years of experience in the finance industry.
Gregory Brescol (CRD# 5898177) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Toledo, OH and has over 12 years of experience in the finance industry.
Thomas Briggs (CRD# 2702167) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Toledo, OH and has over 28 years of experience in the finance industry.
Carol Brighton (CRD# 3237976) is an Investment Advisor Representative working at Huntington Financial Advisors in Temperance, MI and has over 9 years of experience in the finance industry.