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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
David Coburn (CRD# 2753434) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pendleton, IN and has over 27 years of experience in the finance industry.
John Compton (CRD# 1846811) is an Investment Advisor Representative working at Lpl Financial LLC in Anderson, IN and has over 35 years of experience in the finance industry.
Richard Cooke (CRD# 6401162) is an Investment Advisor Representative working at 2point0 Financial in Fishers, IN and has over 9 years of experience in the finance industry. Richard Cooke 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.
Treavor Dodsworth (CRD# 6586733) is an Investment Advisor Representative working at Sycomore Financial in Anderson, IN and has over 8 years of experience in the finance industry. Treavor Dodsworth 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.
Bryan Donaugh (CRD# 6434474) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Greenfield, IN and has over 8 years of experience in the finance industry.
John Duffin (CRD# 1431524) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Fishers, IN and has over 38 years of experience in the finance industry.
James Edwards (CRD# 4541907) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fishers, IN and has over 20 years of experience in the finance industry.
Zachary Fox (CRD# 6768660) is an Investment Advisor Representative working at Lpl Financial LLC in New Palestine, IN and has over 6 years of experience in the finance industry.
Michelle Frazier (CRD# 6088070) is an Investment Advisor Representative working at Edward Jones in New Castle, IN and has over 11 years of experience in the finance industry.
Karen Fritz (CRD# 4819692) is an Investment Advisor Representative working at Cg Advisory Services in Fishers, IN and has over 19 years of experience in the finance industry.