-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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 Carter (CRD# 1270550) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Lees Summit, MO and has over 39 years of experience in the finance industry.
Douglas Clark (CRD# 4481973) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Lees Summit, MO and has over 25 years of experience in the finance industry.
Samantha Compton (CRD# 6103107) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 11 years of experience in the finance industry.
Charles Cooper (CRD# 2290910) is an Investment Advisor Representative working at Strongbox Wealth, LLC in Lees Summit, MO and has over 30 years of experience in the finance industry. Charles Cooper 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.
Melissa Daigle (CRD# 2595810) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 29 years of experience in the finance industry. Melissa Daigle 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.
Marshall Darby (CRD# 4911548) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 19 years of experience in the finance industry.
Thomas Dawson (CRD# 719628) is an Investment Advisor Representative working at Mercury Capital Management, Inc. in Lees Summit, MO and has over 40 years of experience in the finance industry.
Ryan Derks (CRD# 5751523) is an Investment Advisor Representative working at Derks Financial, LLC in Lees Summit, MO and has over 13 years of experience in the finance industry.
Jonathan Dold (CRD# 5746274) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 14 years of experience in the finance industry.
Daniel Esselman (CRD# 6112202) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 11 years of experience in the finance industry.