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Distance Only Gahanna, OH
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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
Richard Mills (CRD# 2377835) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Gahanna, OH and has over 16 years of experience in the finance industry.
Dwight Montgomery (CRD# 2071473) is an Investment Advisor Representative working at Newedge Advisors in Gahanna, OH and has over 28 years of experience in the finance industry. Dwight Montgomery 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.
Daniel Phillips (CRD# 6326413) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Gahanna, OH and has over 9 years of experience in the finance industry.
Kyle Radeloff (CRD# 5178255) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gahanna, OH and has 1 year of experience in the finance industry.
Alexander Reed (CRD# 6056677) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gahanna, OH and has over 10 years of experience in the finance industry.
David Ritter (CRD# 5413423) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Gahanna, OH and has over 16 years of experience in the finance industry.
Christopher Roberts (CRD# 2060813) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Gahanna, OH and has over 19 years of experience in the finance industry.
William Shulack (CRD# 4193879) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gahanna, OH and has over 22 years of experience in the finance industry.
Howard Slutsky (CRD# 4608498) is an Investment Advisor Representative working at Avantax Advisory Services in Gahanna, OH and has over 20 years of experience in the finance industry.
Lubin-chamie Townsend (CRD# 6142924) is an Investment Advisor Representative working at Edward Jones in Gahanna, OH and has over 11 years of experience in the finance industry.