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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
Paul Cox (CRD# 2295438) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Independence, KY and has over 31 years of experience in the finance industry.
Mark Eckell (CRD# 4521299) is an Investment Advisor Representative working at Lpl Financial LLC in Independence, KY and has over 21 years of experience in the finance industry. Mark Eckell 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.
Matthew Luken (CRD# 6125782) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Independence, KY and has over 11 years of experience in the finance industry.
John Hoffman (CRD# 5630202) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Independence, KY and has over 14 years of experience in the finance industry.
Corey Sorrell (CRD# 6951403) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Independence, KY and has over 5 years of experience in the finance industry.
Ted Abner (CRD# 6208290) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 10 years of experience in the finance industry.
Gregory Achten (CRD# 2076400) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 33 years of experience in the finance industry.
Joanna Adams (CRD# 6251091) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Cincinnati, OH and has over 7 years of experience in the finance industry.
John Adams (CRD# 1283765) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cincinnati, OH and has over 39 years of experience in the finance industry.
Seth Adamson (CRD# 6690104) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 7 years of experience in the finance industry.