-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Nicholas Smith (CRD# 7063284) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Gallipolis, OH and has over 5 years of experience in the finance industry.
Anthony Sola (CRD# 4583015) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gallipolis, OH and has over 21 years of experience in the finance industry.
William Tackett (CRD# 3106220) is an Investment Advisor Representative working at Avantax Advisory Services in Portsmouth, OH and has over 25 years of experience in the finance industry.
Jaime Traywick (CRD# 4718763) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Gallipolis, OH and has over 20 years of experience in the finance industry.
Matthew Traywick (CRD# 5812970) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Gallipolis, OH and has over 9 years of experience in the finance industry.
Joseph Uhrig (CRD# 4604113) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Chillicothe, OH and has over 21 years of experience in the finance industry.
Jeffrey Vannatta (CRD# 5847136) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Boston, OH and has over 13 years of experience in the finance industry.
William Willis (CRD# 4489393) is an Investment Advisor Representative working at Primerica Advisors in Chillicothe, OH and has over 22 years of experience in the finance industry.
Jarrell Witty (CRD# 5278429) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Chillicothe, OH and has over 16 years of experience in the finance industry. Jarrell Witty 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.
Lori Young (CRD# 1829743) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Gallipolis, OH and has over 13 years of experience in the finance industry.