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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
Kevin Bruce (CRD# 4302583) is an Investment Advisor Representative working at Lpl Financial LLC in Lawrence, KS and has over 17 years of experience in the finance industry.
Meridith Carter (CRD# 4510869) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Lawrence, KS and has over 16 years of experience in the finance industry.
Alejandro Carvalho Rodriguez (CRD# 6462942) is an Investment Advisor Representative working at Planning Trail Investments, LLC in Lawrence, KS and has over 8 years of experience in the finance industry. Alejandro Carvalho Rodriguez 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.
Charles Cary (CRD# 2462603) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lawrence, KS and has over 29 years of experience in the finance industry. Charles Cary 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 Catlin (CRD# 2798272) is an Investment Advisor Representative working at Edward Jones in Lawrence, KS and has over 24 years of experience in the finance industry.
Karey Chester (CRD# 3113952) is an Investment Advisor Representative working at Allworth Financial, LP in Lawrence, KS and has over 20 years of experience in the finance industry.
Rachel Conley (CRD# 6703965) is an Investment Advisor Representative working at Edward Jones in Lawrence, KS and has over 7 years of experience in the finance industry.
Roger Cox (CRD# 1578371) is an Investment Advisor Representative working at Rademacher Financial, Inc. in Lawrence, KS and has over 37 years of experience in the finance industry.
Kyle Cross (CRD# 5792830) is an Investment Advisor Representative working at Mattern Wealth Management LLC in Lawrence, KS and has over 12 years of experience in the finance industry. Kyle Cross 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.
Kendall Curry (CRD# 2656497) is an Investment Advisor Representative working at Lpl Financial LLC in Lawrence, KS and has over 28 years of experience in the finance industry.