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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
Stephen Barrett (CRD# 2322637) is an Investment Advisor Representative working at Waverly Advisors, LLC in Lafayette, IN and has over 31 years of experience in the finance industry. Stephen Barrett 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.
Amanda Barthelemy (CRD# 5055988) is an Investment Advisor Representative working at Advice And Planning Services in West Lafayette, IN and has over 18 years of experience in the finance industry.
Sherri Beabout (CRD# 2889416) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lafayette, IN and has over 26 years of experience in the finance industry.
Melinda Beier (CRD# 3166063) is an Investment Advisor Representative working at Morgan Stanley in Lafayette, IN and has over 25 years of experience in the finance industry.
Richard Bell (CRD# 3187935) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lafayette, IN and has over 25 years of experience in the finance industry.
William Bersbach (CRD# 2303781) is an Investment Advisor Representative working at Liberty Financial Advisors, LLC in Kokomo, IN and has over 31 years of experience in the finance industry.
Adam Blankenberger (CRD# 6472425) is an Investment Advisor Representative working at Edward Jones in Delphi, IN and has over 8 years of experience in the finance industry.
Kimberly Boggs (CRD# 5014787) is an Investment Advisor Representative working at Edward Jones in West Lafayette, IN and has over 13 years of experience in the finance industry.
Morgan Bonifazi (CRD# 7043535) is an Investment Advisor Representative working at Edward Jones in West Lafayette, IN and has over 5 years of experience in the finance industry.