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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
Thomas Hardin (CRD# 838414) is an Investment Advisor Representative working at Canterbury Investment Management, LLC in Indianapolis, IN and has over 35 years of experience in the finance industry. Thomas Hardin has taken additional exams to become a Chartered Market Technician (CMT), CMTs must pass comprehensive exams in technical market analysis offered through the Market Technicians Association. 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...
Brad Brees (CRD# 4602693) is an Investment Advisor Representative working at Edward Jones in Fishers, IN and has over 21 years of experience in the finance industry.
Nicholas Brehmer (CRD# 5260610) is an Investment Advisor Representative working at Churchill Management Group in Fishers, IN and has over 17 years of experience in the finance industry.
Jason Buck (CRD# 4019618) is an Investment Advisor Representative working at Interocean Capital in Fishers, IN and has over 24 years of experience in the finance industry. Jason Buck 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.
Samantha Bush (CRD# 6210826) is an Investment Advisor Representative working at Lpl Financial LLC in Fishers, IN and has over 10 years of experience in the finance industry. Samantha Bush 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.
George Cassiere (CRD# 2400960) is an Investment Advisor Representative working at Pace Financial Group, LLC in Fishers, IN and has over 29 years of experience in the finance industry.
Justin Castelli (CRD# 4892009) is an Investment Advisor Representative working at Rls Wealth in Fishers, IN and has over 19 years of experience in the finance industry. Justin Castelli 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.
Nicholas Catlin (CRD# 4341374) is an Investment Advisor Representative working at Cbg & Company, Inc. in Fishers, IN and has over 23 years of experience in the finance industry. Nicholas Catlin 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.
Richard Cooke (CRD# 6401162) is an Investment Advisor Representative working at 2point0 Financial in Fishers, IN and has over 9 years of experience in the finance industry. Richard Cooke 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.
Sean Dixon (CRD# 6643778) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fishers, IN and has over 7 years of experience in the finance industry.
John Duffin (CRD# 1431524) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Fishers, IN and has over 38 years of experience in the finance industry.