Distance Metro area (25 miles)
- 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
James Owens (CRD# 4780124) is an Investment Advisor Representative working at Integrity Capital, a DBA of Lang Advisors, in Covington, KY and has over 10 years of experience in the finance industry. James Owens 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 putclients' interests first and comply with the Financial Planning Practice...
Matthew Swendiman (CRD# 2849367) is an Investment Advisor Representative working at Crew Capital Management, Ltd. in Lawrenceburg, IN and has over 16 years of experience in the finance industry.
Bradford Felix (CRD# 5373017) is an Investment Advisor Representative working at Rhinevest in Cincinnati, OH and has 6 years of experience in the finance industry.
RhineVest was acquired by Truepoint, Inc. ("Truepoint") in April 2016. Mr. Bradford Felix, CFA, is now an employee of Truepoint, and an investment advisory representative of Truepoint Wealth Counsel, LLC, a federally registered investment advisor. RhineVest continues to operate independently as a wholly-owned subsidiary of Truepoint Wealth Counsel.