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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
Todd Everingham (CRD# 5191482) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Marion, OH and has over 15 years of experience in the finance industry.
Kit Fogle (CRD# 4811894) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Marion, OH and has over 19 years of experience in the finance industry.
Carol Furtado (CRD# 6197409) is an Investment Advisor Representative working at Edward Jones in Marion, OH and has over 10 years of experience in the finance industry.
Daniel Goodlin (CRD# 6721081) is an Investment Advisor Representative working at Edward Jones in Marion, OH and has over 7 years of experience in the finance industry.
Jean Hoffmann (CRD# 1278546) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Marion, OH and has over 17 years of experience in the finance industry.
Thomas Kenney (CRD# 5241920) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marion, OH and has over 10 years of experience in the finance industry.
Danielle Landon (CRD# 5517622) is an Investment Advisor Representative working at Commonwealth Financial Network in Marion, OH and has over 15 years of experience in the finance industry.
Kevin Lehman (CRD# 1300494) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marion, OH and has over 28 years of experience in the finance industry. Kevin Lehman 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.
Earl Manter (CRD# 4550240) is an Investment Advisor Representative working at H&m Financial Advisors in Marion, OH and has over 24 years of experience in the finance industry.
Bradley Ridge (CRD# 4550243) is an Investment Advisor Representative working at H&m Financial Advisors in Marion, OH and has over 24 years of experience in the finance industry.