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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
David Hall (CRD# 2798077) is an Investment Advisor Representative working at Primerica Advisors in Huber Heights, OH and has over 21 years of experience in the finance industry.
Phillip Kozen (CRD# 2917301) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Huber Heights, OH and has over 19 years of experience in the finance industry.
John Sagraves (CRD# 4474730) is an Investment Advisor Representative working at Cuso Financial Services, LP in Huber Heights, OH and has over 10 years of experience in the finance industry.
Nicholas Wurst (CRD# 4900691) is an Investment Advisor Representative working at Lpl Financial LLC in Huber Heights, OH and has over 13 years of experience in the finance industry.
Martin Kappeler (CRD# 5495402) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Huber Heights, OH and has over 6 years of experience in the finance industry.
Debra Woods (CRD# 4576387) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Huber Heights, OH and has over 15 years of experience in the finance industry.
James Traylor (CRD# 3219121) is an Investment Advisor Representative working at Capital City Asset Management Group, LLC in Huber Heights, OH and has over 18 years of experience in the finance industry.
Brad Drager (CRD# 5403175) is an Investment Advisor Representative working at Raymond James Financial Services, Inc. in Springboro, OH and has over 8 years of experience in the finance industry.
P Patel (CRD# 5914437) is an Investment Advisor Representative working at Greenrock in OH and has over 5 years of experience in the finance industry.