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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
Steven Lorson (CRD# 5112461) is an Investment Advisor Representative working at Lpl Financial LLC in Orrville, OH and has over 17 years of experience in the finance industry.
Mark Mahoney (CRD# 2353143) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Lawrence, OH and has over 19 years of experience in the finance industry. Mark Mahoney 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.
Kamala Manchigiah (CRD# 2793120) is an Investment Advisor Representative working at Lincoln Investment in Wooster, OH and has over 12 years of experience in the finance industry.
Kathy Martin (CRD# 5919341) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Wooster, OH and has 1 year of experience in the finance industry.
Dennis Marvin (CRD# 1310325) is an Investment Advisor Representative working at Lpl Financial LLC in Wooster, OH and has over 26 years of experience in the finance industry.
Mark McKimmins (CRD# 3061004) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Utica, OH and has over 25 years of experience in the finance industry. Mark McKimmins 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.
Andrew Miller (CRD# 5615783) is an Investment Advisor Representative working at On Investment Management Co in Berlin, OH and has over 11 years of experience in the finance industry. Andrew Miller 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.
John Mullett (CRD# 5725331) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Millersburg, OH and has over 14 years of experience in the finance industry.
Stephen Myers (CRD# 4816842) is an Investment Advisor Representative working at Lpl Financial LLC in Wooster, OH and has over 19 years of experience in the finance industry.
Mark Norton (CRD# 4731568) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Wooster, OH and has over 20 years of experience in the finance industry.