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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
Justin Barrett (CRD# 7032950) is an Investment Advisor Representative working at Edward Jones in Hamilton, OH and has over 5 years of experience in the finance industry.
Timothy Barry (CRD# 4082369) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry.
Jacob Bartel (CRD# 6291505) is an Investment Advisor Representative working at Birchcreek Wealth Management, LLC in Miami Township, OH and has over 9 years of experience in the finance industry. Jacob Bartel 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.
Martin Bartik (CRD# 4796623) is an Investment Advisor Representative working at Edward Jones in Xenia, OH and has over 19 years of experience in the finance industry.
Brett Bartlow (CRD# 4994782) is an Investment Advisor Representative working at Equitable Advisors, LLC in Centerville, OH and has over 18 years of experience in the finance industry.
Anna Barton (CRD# 2208212) is an Investment Advisor Representative working at Mariner Wealth in West Chester, OH and has over 28 years of experience in the finance industry.
Mark Bates (CRD# 4606121) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 21 years of experience in the finance industry. Mark Bates 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.
Laura Batsche (CRD# 1986303) is an Investment Advisor Representative working at Lpl Financial LLC in Bellbrook, OH and has over 33 years of experience in the finance industry.
Damiano Battaglia (CRD# 6721086) is an Investment Advisor Representative working at Edward Jones in Bellbrook, OH and has over 7 years of experience in the finance industry.
Chad Baxter (CRD# 6218834) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 7 years of experience in the finance industry. Chad Baxter 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.