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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
Karen Lively (CRD# 4160189) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Evansville, IN and has over 19 years of experience in the finance industry.
Scott Lobel (CRD# 2813770) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Evansville, IN and has over 27 years of experience in the finance industry.
Brian Lowe (CRD# 6721047) is an Investment Advisor Representative working at Edward Jones in Evansville, IN and has over 7 years of experience in the finance industry.
Ryan Lynch (CRD# 2259937) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 28 years of experience in the finance industry. Ryan Lynch 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.
Thomas Lynch (CRD# 865691) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 40 years of experience in the finance industry.
Matthew Markle (CRD# 5798810) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 14 years of experience in the finance industry. Matthew Markle 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.
Traye Mattingly (CRD# 6032799) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Evansville, IN and has over 11 years of experience in the finance industry.
Gary May (CRD# 709896) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Evansville, IN and has over 30 years of experience in the finance industry.
Travis McClarney (CRD# 5888653) is an Investment Advisor Representative working at Prudential Financial Planning Services in Evansville, IN and has over 10 years of experience in the finance industry.
Terry McCollam (CRD# 704121) is an Investment Advisor Representative working at Wells Fargo Advisors in Newburgh, IN and has over 44 years of experience in the finance industry.