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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
Lori Branch (CRD# 2982021) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Holts Summit, MO and has over 23 years of experience in the finance industry.
Kevin Adam (CRD# 2393993) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Columbia, MO and has over 30 years of experience in the finance industry.
Robert Almony (CRD# 3853) is an Investment Advisor Representative working at Robert A. Almony, Jr. LLC in Columbia, MO and has over 12 years of experience in the finance industry.
John Anderson (CRD# 2788374) is an Investment Advisor Representative working at Lpl Financial LLC in Jefferson City, MO and has over 27 years of experience in the finance industry.
Kurt Baker (CRD# 4433438) is an Investment Advisor Representative working at Edward Jones in Linn, MO and has over 22 years of experience in the finance industry.
Jodi Bales (CRD# 4696149) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Columbia, MO and has over 20 years of experience in the finance industry.
Tyler Bales (CRD# 6826590) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Columbia, MO and has over 6 years of experience in the finance industry. Tyler Bales 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 Banks (CRD# 821329) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Columbia, MO and has 1 year of experience in the finance industry.
Richard Bartolacci (CRD# 2539103) is an Investment Advisor Representative working at Sundvold Financial in Columbia, MO and has over 29 years of experience in the finance industry.
Sabrina Basinger (CRD# 4991463) is an Investment Advisor Representative working at Edward Jones in Columbia, MO and has over 6 years of experience in the finance industry.