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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
H Thompson (CRD# 1694244) is an Investment Advisor Representative working at Lpl Financial LLC in Coshocton, OH and has over 27 years of experience in the finance industry.
David Warner (CRD# 2624622) is an Investment Advisor Representative working at Archer Investment Corporation in Dalton, OH and has 1 year of experience in the finance industry. David Warner 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.
David Winner (CRD# 4775864) is an Investment Advisor Representative working at Winner Wealth Management in Wooster, OH and has over 19 years of experience in the finance industry.
David Zastawny (CRD# 5719460) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Navarre, OH and has over 14 years of experience in the finance industry.
Roger Inkrott (CRD# 4937820) is an Investment Advisor Representative working at Lpl Financial LLC in Wooster, OH and has over 17 years of experience in the finance industry.
Nicholas Allen (CRD# 7628861) is an Investment Advisor Representative working at Whitaker-myers Wealth Managers, Ltd. in Wooster, OH and has 1 year of experience in the finance industry.
Bailey Carani (CRD# 7279626) is an Investment Advisor Representative working at Huntington Financial Advisors in Navarre, OH and has over 3 years of experience in the finance industry.
Gretchen Carr (CRD# 7695774) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Wooster, OH and has 1 year of experience in the finance industry. Gretchen Carr 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.
Reid Delaney (CRD# 7711592) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wooster, OH and has 1 year of experience in the finance industry.
Peyton Gentry (CRD# 7003517) is an Investment Advisor Representative working at On Investment Management Co in Orrville, OH and has over 2 years of experience in the finance industry.