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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
Kristian Lamont (CRD# 5625421) is an Investment Advisor Representative working at Lpl Financial LLC in Mason City, IA and has over 15 years of experience in the finance industry. Kristian Lamont 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.
Emily Lane (CRD# 4824019) is an Investment Advisor Representative working at Lpl Financial LLC in Waverly, IA and has over 19 years of experience in the finance industry.
Todd Leet (CRD# 6791977) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Mason City, IA and has over 6 years of experience in the finance industry.
Jason Luders (CRD# 6041684) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cedar Falls, IA and has over 11 years of experience in the finance industry.
Alexandra Lynch (CRD# 6683890) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has over 6 years of experience in the finance industry.
Kristy Marquis (CRD# 4460115) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mason City, IA and has over 22 years of experience in the finance industry.
William Martin (CRD# 1669836) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mason City, IA and has over 36 years of experience in the finance industry.
Mark McCombs (CRD# 2777238) is an Investment Advisor Representative working at Lsb Wealth Management in Cedar Falls, IA and has over 27 years of experience in the finance industry. Mark McCombs 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.
David Messina (CRD# 6304925) is an Investment Advisor Representative working at Lpl Financial LLC in Waverly, IA and has over 9 years of experience in the finance industry.
Matthew Mummelthei (CRD# 6425181) is an Investment Advisor Representative working at Edward Jones in New Hampton, IA and has over 7 years of experience in the finance industry.