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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
Carol Parry (CRD# 5885646) is an Investment Advisor Representative working at Primerica Advisors in Milford, OH and has 1 year of experience in the finance industry.
Brian Payne (CRD# 4413652) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Maysville, KY and has over 22 years of experience in the finance industry.
Jason Pearson (CRD# 5046401) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Dayton, OH and has over 16 years of experience in the finance industry. Jason Pearson 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.
James Pommert (CRD# 5487521) is an Investment Advisor Representative working at Equitta Advisors LLC in Terrace Park, OH and has over 15 years of experience in the finance industry. James Pommert 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.
James Priest (CRD# 2823109) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Dayton, OH and has over 11 years of experience in the finance industry.
David Pryor (CRD# 5631311) is an Investment Advisor Representative working at Edward Jones in Milford, OH and has over 9 years of experience in the finance industry.
Jeremy Ramsey (CRD# 6781836) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cincinnati, OH and has over 6 years of experience in the finance industry.
Jeffrey Reboulet (CRD# 4629894) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Dayton, OH and has over 19 years of experience in the finance industry.
Michael Reichard (CRD# 1805397) is an Investment Advisor Representative working at Emmaus Investor Services Corp. in Dayton, OH and has over 36 years of experience in the finance industry.
Sally Renk (CRD# 4805744) is an Investment Advisor Representative working at Lincoln Investment in Hillsboro, OH and has over 19 years of experience in the finance industry.