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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
Ritchie Hoffman (CRD# 4664884) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Lafayette, IN and has over 20 years of experience in the finance industry.
Douglas Holder (CRD# 3109749) is an Investment Advisor Representative working at Private Advisor Group, LLC in Lafayette, IN and has over 24 years of experience in the finance industry. Douglas Holder 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.
Dean Huddleston (CRD# 5576415) is an Investment Advisor Representative working at Financial Enhancement Group in Lafayette, IN and has over 15 years of experience in the finance industry.
Diane Imel (CRD# 5760580) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lafayette, IN and has over 14 years of experience in the finance industry.
Tyler Isgrigg (CRD# 6311292) is an Investment Advisor Representative working at Edward Jones in Lafayette, IN and has over 9 years of experience in the finance industry.
Richard Jenness (CRD# 4632086) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette, IN and has over 21 years of experience in the finance industry.
Dawn Johnson (CRD# 2416172) is an Investment Advisor Representative working at Edward Jones in Lafayette, IN and has over 26 years of experience in the finance industry.
Peter Johnson (CRD# 1371966) is an Investment Advisor Representative working at Capital Advisor Network in Lafayette, IN and has over 38 years of experience in the finance industry.
Stephen Kavois (CRD# 4961930) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette, IN and has over 18 years of experience in the finance industry. Stephen Kavois 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.
Troy King (CRD# 4120301) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lafayette, IN and has over 24 years of experience in the finance industry. Troy King 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.