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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
Heather Hill (CRD# 4124023) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in New Castle, IN and has over 11 years of experience in the finance industry.
Dawn Hines (CRD# 5891974) is an Investment Advisor Representative working at Edward Jones in Muncie, IN and has over 13 years of experience in the finance industry.
Andrew Houck (CRD# 6533374) is an Investment Advisor Representative working at Edward Jones in Portland, IN and has over 8 years of experience in the finance industry.
Donald House (CRD# 5718536) is an Investment Advisor Representative working at Spectrum Advisors Financial, LLC in Richmond, IN and has over 14 years of experience in the finance industry.
William Isaacs (CRD# 3055172) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Muncie, IN and has over 24 years of experience in the finance industry. William Isaacs 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.
Troy Jacks (CRD# 2699124) is an Investment Advisor Representative working at Lpl Financial LLC in Portland, IN and has over 28 years of experience in the finance industry.
Theodore Jarvis (CRD# 1141733) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Muncie, IN and has over 40 years of experience in the finance industry.
G Kristopher Jones (CRD# 5199533) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Muncie, IN and has over 17 years of experience in the finance industry.
Kathryn Kaster (CRD# 4396976) is an Investment Advisor Representative working at Lpl Financial LLC in Muncie, IN and has over 22 years of experience in the finance industry. Kathryn Kaster 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.
Vicki Kelsey (CRD# 5476589) is an Investment Advisor Representative working at Shoreline Wealth Advisors in New Castle, IN and has over 16 years of experience in the finance industry.