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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
Stephen McBride (CRD# 4669154) is an Investment Advisor Representative working at Heritage Wealth Partners, LLC in Kenton, OH and has over 18 years of experience in the finance industry. Stephen McBride 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.
Zachary McCain (CRD# 5174619) is an Investment Advisor Representative working at Edward Jones in Lima, OH and has over 17 years of experience in the finance industry.
Michael McCorkle (CRD# 6736926) is an Investment Advisor Representative working at Edward Jones in Piqua, OH and has over 7 years of experience in the finance industry.
Chad Metzger (CRD# 2643188) is an Investment Advisor Representative working at Edward Jones in Wapakoneta, OH and has over 26 years of experience in the finance industry.
Lynn Metzger (CRD# 3174316) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lima, OH and has over 24 years of experience in the finance industry.
Matthew Metzger (CRD# 3246225) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lima, OH and has over 23 years of experience in the finance industry.
Ryan Mickelson (CRD# 5127583) is an Investment Advisor Representative working at Mccarthy & Cox Retirement & Estate Specialists LLC in Marysville, OH and has over 17 years of experience in the finance industry. Ryan Mickelson 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.
Eric Milholland (CRD# 2102630) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marysville, OH and has over 32 years of experience in the finance industry.
Matthew Milholland (CRD# 6154930) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marysville, OH and has over 10 years of experience in the finance industry. Matthew Milholland 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.
Jacob Miller (CRD# 6772114) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wapakoneta, OH and has over 5 years of experience in the finance industry.