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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
Cynthia Moyer (CRD# 4590431) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lancaster, OH and has over 16 years of experience in the finance industry.
Patrick Pepper (CRD# 4950695) is an Investment Advisor Representative working at Lpl Financial LLC in The Plains, OH and has over 18 years of experience in the finance industry.
Mark Phillips (CRD# 1742617) is an Investment Advisor Representative working at Phillips Wealth Management LLC in Pickerington, OH and has over 36 years of experience in the finance industry.
Carrie Reynolds (CRD# 4364992) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Lancaster, OH and has over 22 years of experience in the finance industry.
Jeffrey Ritter (CRD# 2750600) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Thornville, OH and has over 27 years of experience in the finance industry.
Bradley Roach (CRD# 5446356) is an Investment Advisor Representative working at Park Avenue Securities LLC in Lancaster, OH and has 1 year of experience in the finance industry.
Thomas Rose (CRD# 4185828) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lancaster, OH and has over 23 years of experience in the finance industry.
Ronald Ruff (CRD# 1350378) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Lancaster, OH and has over 25 years of experience in the finance industry.
Derek Sears (CRD# 6726184) is an Investment Advisor Representative working at Cuso Financial Services in Pickerington, OH and has over 7 years of experience in the finance industry.
Drew Smart (CRD# 5288181) is an Investment Advisor Representative working at Edward Jones in Athens, OH and has over 16 years of experience in the finance industry.