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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
Lori Bagwell (CRD# 4315518) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Kalamazoo, MI and has over 23 years of experience in the finance industry.
Timothy Bailey (CRD# 4852220) is an Investment Advisor Representative working at Lpl Financial LLC in Kalamazoo, MI and has over 15 years of experience in the finance industry.
James Baird (CRD# 5041143) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Portage, MI and has 1 year of experience in the finance industry. James Baird 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.
Christopher Barton (CRD# 6419482) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Portage, MI and has over 9 years of experience in the finance industry.
Elizabeth Beall (CRD# 6009129) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saint Joseph, MI and has over 6 years of experience in the finance industry.
Robert Benjamin (CRD# 2670326) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Kalamazoo, MI and has over 28 years of experience in the finance industry.
Leon Bennett (CRD# 6376334) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plainwell, MI and has over 9 years of experience in the finance industry.
Carole Bestervelt (CRD# 5437687) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Kalamazoo, MI and has over 16 years of experience in the finance industry.
Randy Bettich (CRD# 1569627) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Joseph, MI and has over 37 years of experience in the finance industry.