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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
Helen Davis (CRD# 1353380) is an Investment Advisor Representative working at Lifemark Securities Corp. in Dublin, OH and has over 24 years of experience in the finance industry. Helen Davis 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.
Andrew Devantier (CRD# 4459942) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Dublin, OH and has 1 year of experience in the finance industry.
Dennis Dicke (CRD# 1607149) is an Investment Advisor Representative working at Dba, Cornerstone Investment Counsel in Columbus, OH and has over 21 years of experience in the finance industry.
Michael Dostal (CRD# 6534260) is an Investment Advisor Representative working at Principal Securities, Inc. in Bucyrus, OH and has 1 year of experience in the finance industry.
Kathleen Doucet (CRD# 2478992) is an Investment Advisor Representative working at Esi Financial Advisors in Columbus, OH and has over 28 years of experience in the finance industry.
Michael Drummond (CRD# 6783930) is an Investment Advisor Representative working at Invest Capital Partners in Columbus, OH and has over 6 years of experience in the finance industry.
Steven Elsea (CRD# 2550403) is an Investment Advisor Representative working at Lpl Financial LLC in Dublin, OH and has over 29 years of experience in the finance industry.
Jonathan Estes (CRD# 5527683) is an Investment Advisor Representative working at Pgim Investments LLC in Columbus, OH and has over 14 years of experience in the finance industry.
Mark Finney (CRD# 5036101) is an Investment Advisor Representative working at Mccarthy & Cox Retirement & Estate Specialists LLC in Marysville, OH and has over 18 years of experience in the finance industry. Mark Finney 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.
Gary Forry (CRD# 1857688) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Morral, OH and has 1 year of experience in the finance industry.