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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
Zachary Lauck (CRD# 6010424) is an Investment Advisor Representative working at Edward Jones in Lima, OH and has over 12 years of experience in the finance industry.
James Lavy (CRD# 1371384) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Beavercreek, OH and has 1 year of experience in the finance industry.
David Levorchick (CRD# 4849302) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Sidney, OH and has over 18 years of experience in the finance industry.
Bryson Long (CRD# 6184804) is an Investment Advisor Representative working at Edward Jones in Sidney, OH and has over 10 years of experience in the finance industry.
David Lotz (CRD# 2294368) is an Investment Advisor Representative working at Edward Jones in Lima, OH and has over 31 years of experience in the finance industry.
Colton Lowry (CRD# 5812641) is an Investment Advisor Representative working at Edward Jones in Bellefontaine, OH and has over 10 years of experience in the finance industry.
Stephen McBride (CRD# 4669154) is an Investment Advisor Representative working at Heritage Wealth Partners, LLC in Kenton, OH and has over 18 years of experience in the finance industry. Stephen McBride 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.
Zachary McCain (CRD# 5174619) is an Investment Advisor Representative working at Edward Jones in Lima, OH and has over 17 years of experience in the finance industry.
Michael McCorkle (CRD# 6736926) is an Investment Advisor Representative working at Edward Jones in Piqua, OH and has over 7 years of experience in the finance industry.
Kevin Meiring (CRD# 4473037) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fort Loramie, OH and has over 22 years of experience in the finance industry.