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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
Robin Lee (CRD# 3166016) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 25 years of experience in the finance industry.
Jeffery Lillie (CRD# 4118277) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 24 years of experience in the finance industry.
David Lolley (CRD# 4582305) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 21 years of experience in the finance industry.
Kyle Marburger (CRD# 5164477) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 17 years of experience in the finance industry.
Stephen Matson (CRD# 1191486) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 15 years of experience in the finance industry.
Michael McNeal (CRD# 6690638) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Tipton, IN and has over 7 years of experience in the finance industry. Michael McNeal 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.
Michael Meador (CRD# 2834592) is an Investment Advisor Representative working at Money Concepts Advisory Service in Rossville, IN and has over 26 years of experience in the finance industry.
Matthew Meek (CRD# 6063800) is an Investment Advisor Representative working at Lpl Financial LLC in Flora, IN and has over 11 years of experience in the finance industry.
Ronnie Miller (CRD# 4426482) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Peru, IN and has over 22 years of experience in the finance industry.
Anthony Montenegro (CRD# 4161085) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Kokomo, IN and has over 24 years of experience in the finance industry.