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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 Dixon (CRD# 5757502) is an Investment Advisor Representative working at Wells Fargo Advisors in Marion, OH and has over 14 years of experience in the finance industry. Brian Dixon 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.
Richard Dixon (CRD# 1556803) is an Investment Advisor Representative working at Wells Fargo Advisors in Marion, OH and has over 37 years of experience in the finance industry.
Nathaniel Dodds (CRD# 6354088) is an Investment Advisor Representative working at Money Concepts Advisory Service in Bellefontaine, OH and has 1 year of experience in the finance industry.
Michael Dostal (CRD# 6534260) is an Investment Advisor Representative working at Principal Securities, Inc. in Bucyrus, OH and has 1 year of experience in the finance industry.
Michael Drummond (CRD# 6783930) is an Investment Advisor Representative working at Invest Capital Partners in Columbus, OH and has over 6 years of experience in the finance industry.
Eric Esposito (CRD# 5157336) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marion, OH and has over 16 years of experience in the finance industry.
Jonathan Estes (CRD# 5527683) is an Investment Advisor Representative working at Pgim Investments LLC in Columbus, OH and has over 14 years of experience in the finance industry.
Todd Everingham (CRD# 5191482) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Marion, OH and has over 15 years of experience in the finance industry.
Mark Finney (CRD# 5036101) is an Investment Advisor Representative working at Mccarthy & Cox Retirement & Estate Specialists LLC in Marysville, OH and has over 18 years of experience in the finance industry. Mark Finney 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.
Kit Fogle (CRD# 4811894) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Marion, OH and has over 19 years of experience in the finance industry.