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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
Shawn Brickler (CRD# 1624186) is an Investment Advisor Representative working at Triad Advisors, LLC in Centerville, OH and has over 27 years of experience in the finance industry. Shawn Brickler 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.
Heidi Bringhurst (CRD# 4568927) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Centerville, OH and has over 5 years of experience in the finance industry.
Alan Brown (CRD# 5224596) is an Investment Advisor Representative working at Avantax Advisory Services in Dayton, OH and has over 16 years of experience in the finance industry.
Julie Brown (CRD# 6261567) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Miamisburg, OH and has over 10 years of experience in the finance industry. Julie Brown 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.
Martin Brown (CRD# 1163111) is an Investment Advisor Representative working at M.k. Brown Wealth Advisory in Oakwood, OH and has over 40 years of experience in the finance industry. Martin Brown 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.
Timothy Brown (CRD# 6441138) is an Investment Advisor Representative working at Anderson Financial Strategies, LLC in Dayton, OH and has over 9 years of experience in the finance industry.
Zachary Bruening (CRD# 6683041) is an Investment Advisor Representative working at Edward Jones in Greenville, OH and has over 7 years of experience in the finance industry.
Jerry Buchheit (CRD# 4165951) is an Investment Advisor Representative working at Edward Jones in Middletown, OH and has over 23 years of experience in the finance industry.
Jay Buckingham (CRD# 1057718) is an Investment Advisor Representative working at Buckingham Financial Group, Inc. in Dayton, OH and has over 37 years of experience in the finance industry. Jay Buckingham 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.
Fred Buckley (CRD# 1056607) is an Investment Advisor Representative working at Commonwealth Financial Network in Liberty Township, OH and has over 33 years of experience in the finance industry.