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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
Todd Machowiak (CRD# 4956521) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Avon, IN and has over 18 years of experience in the finance industry.
Curtis Mallery (CRD# 5999912) is an Investment Advisor Representative working at Edward Jones in Plainfield, IN and has over 11 years of experience in the finance industry.
Brandon Mayo (CRD# 6411494) is an Investment Advisor Representative working at Edward Jones in Brownsburg, IN and has over 9 years of experience in the finance industry.
James McCallister (CRD# 2713959) is an Investment Advisor Representative working at Primerica Advisors in Plainfield, IN and has over 28 years of experience in the finance industry.
Leslie Miller (CRD# 4043984) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Brazil, IN and has over 24 years of experience in the finance industry.
Robert Milligan (CRD# 4004228) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Ross, IN and has over 24 years of experience in the finance industry.
Evan Moore (CRD# 6884980) is an Investment Advisor Representative working at Edward Jones in Plainfield, IN and has over 6 years of experience in the finance industry.
Jeffrey Moore (CRD# 3053700) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Brownsburg, IN and has over 25 years of experience in the finance industry. Jeffrey Moore 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.
Kristen Nelson (CRD# 4664826) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Brownsburg, IN and has over 19 years of experience in the finance industry.
Ronald Rader (CRD# 3176102) is an Investment Advisor Representative working at Lpl Financial LLC in Avon, IN and has over 25 years of experience in the finance industry.