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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
Brian Long (CRD# 5270961) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lancaster, OH and has over 15 years of experience in the finance industry.
Kasey Massatti (CRD# 5640581) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Lancaster, OH and has over 10 years of experience in the finance industry.
John McCarty (CRD# 6816114) is an Investment Advisor Representative working at Lpl Financial LLC in Orient, OH and has over 6 years of experience in the finance industry.
Jonathan Meenach (CRD# 6388855) is an Investment Advisor Representative working at Edward Jones in Ashville, OH and has over 9 years of experience in the finance industry.
Cynthia Moyer (CRD# 4590431) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lancaster, OH and has over 16 years of experience in the finance industry.
Caleb Nickell (CRD# 4573330) is an Investment Advisor Representative working at Edward Jones in Circleville, OH and has over 5 years of experience in the finance industry.
Kevin Norman (CRD# 5194665) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chillicothe, OH and has over 16 years of experience in the finance industry. Kevin Norman 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.
Charles Pockras (CRD# 710795) is an Investment Advisor Representative working at Edward Jones in Circleville, OH and has over 43 years of experience in the finance industry.
Eric Potts (CRD# 6722595) is an Investment Advisor Representative working at Moment Financial Planning in Circleville, OH and has over 7 years of experience in the finance industry.
William Rathkamp (CRD# 5663126) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Chillicothe, OH and has over 14 years of experience in the finance industry.