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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 Phillips (CRD# 3159701) is an Investment Advisor Representative working at Lpl Financial LLC in Kenton, OH and has over 16 years of experience in the finance industry.
Dianne Pitts (CRD# 3063593) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sidney, OH and has over 13 years of experience in the finance industry.
Clay Plaugher (CRD# 6554775) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lima, OH and has over 6 years of experience in the finance industry.
Craig Poeppelman (CRD# 4730522) is an Investment Advisor Representative working at Hp & Associates in Bellefontaine, OH and has over 18 years of experience in the finance industry.
Robert Poling (CRD# 2453046) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lima, OH and has over 30 years of experience in the finance industry. Robert Poling 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.
Robert Powell (CRD# 6195057) is an Investment Advisor Representative working at Edward Jones in Bellefontaine, OH and has over 5 years of experience in the finance industry.
Anthony Rahrig (CRD# 4464157) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Delphos, OH and has over 17 years of experience in the finance industry. Anthony Rahrig 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.
Ryan Ratermann (CRD# 4862375) is an Investment Advisor Representative working at Edward Jones in Piqua, OH and has over 19 years of experience in the finance industry.
Mark Reedy (CRD# 4148258) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Piqua, OH and has over 23 years of experience in the finance industry.
Michael Reid (CRD# 5800117) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bellefontaine, OH and has 1 year of experience in the finance industry.