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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
Phillip Smeltzer (CRD# 3023928) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Athens, OH and has over 23 years of experience in the finance industry.
Mark Snider (CRD# 429597) is an Investment Advisor Representative working at Lpl Financial LLC in Athens, OH and has over 34 years of experience in the finance industry. Mark Snider 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.
Michael Sohrenssen (CRD# 2187371) is an Investment Advisor Representative working at Principal Securities, Inc. in Lancaster, OH and has 1 year of experience in the finance industry.
Roger Southward (CRD# 4539336) is an Investment Advisor Representative working at Southward Financial Services, LLC in Pickerington, OH and has 1 year of experience in the finance industry. Roger Southward 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.
Anthony Spring (CRD# 4568004) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Millersport, OH and has over 21 years of experience in the finance industry.
Brian Steele (CRD# 2974247) is an Investment Advisor Representative working at Huntington Financial Advisors in Pickerington, OH and has over 26 years of experience in the finance industry.
David Stone (CRD# 2244599) is an Investment Advisor Representative working at Personal Financial Advisors, Inc. in Pickerington, OH and has over 31 years of experience in the finance industry. David Stone 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.
Bridget Tetak (CRD# 6496969) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Zanesville, OH and has over 8 years of experience in the finance industry.
Bradford Tharp (CRD# 1702025) is an Investment Advisor Representative working at Lpl Financial LLC in Canal Winchester, OH and has over 36 years of experience in the finance industry. Bradford Tharp 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.
Sandor Vegh (CRD# 5664072) is an Investment Advisor Representative working at Edward Jones in Athens, OH and has over 14 years of experience in the finance industry.