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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
David Burgett (CRD# 5792276) is an Investment Advisor Representative working at Edward Jones in Sunbury, OH and has over 13 years of experience in the finance industry.
Kelsey Burgett (CRD# 5204883) is an Investment Advisor Representative working at Edward Jones in Sunbury, OH and has over 13 years of experience in the finance industry.
Lauretta Burkhart (CRD# 2924127) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mansfield, OH and has over 16 years of experience in the finance industry.
Bart Butler (CRD# 3238868) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Columbus, OH and has over 23 years of experience in the finance industry. Bart Butler 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.
Joseph Cable (CRD# 4562023) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Columbus, OH and has over 21 years of experience in the finance industry.
Deborah Caldwell (CRD# 4607719) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Columbus, OH and has over 21 years of experience in the finance industry.
Matthew Calhoun (CRD# 4425914) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Westerville, OH and has over 20 years of experience in the finance industry. Matthew Calhoun 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.
Deborah Camealy (CRD# 7009608) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 5 years of experience in the finance industry.
Linda Campbell (CRD# 2768140) is an Investment Advisor Representative working at Edelman Financial Engines in Columbus, OH and has over 12 years of experience in the finance industry. Linda Campbell 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.