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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
Ryan Mickelson (CRD# 5127583) is an Investment Advisor Representative working at Mccarthy & Cox Retirement & Estate Specialists LLC in Marysville, OH and has over 17 years of experience in the finance industry. Ryan Mickelson 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.
Eric Milholland (CRD# 2102630) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marysville, OH and has over 32 years of experience in the finance industry.
Matthew Milholland (CRD# 6154930) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marysville, OH and has over 10 years of experience in the finance industry. Matthew Milholland 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.
Joseph Mitchell (CRD# 2692888) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marysville, OH and has over 27 years of experience in the finance industry.
James Vandre (CRD# 2496782) is an Investment Advisor Representative working at Eagle Strategies LLC in Marysville, OH and has over 23 years of experience in the finance industry.
Edward Waldrop (CRD# 2033798) is an Investment Advisor Representative working at Edward Jones in Marysville, OH and has over 34 years of experience in the finance industry.
Mark Wilder (CRD# 5551325) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Marysville, OH and has over 15 years of experience in the finance industry.
Stephen Zeller (CRD# 5060260) is an Investment Advisor Representative working at Huntington Financial Advisors in Marysville, OH and has over 18 years of experience in the finance industry.
Jennifer Capell (CRD# 6681823) is an Investment Advisor Representative working at Lpl Financial LLC in Marysville, OH and has over 7 years of experience in the finance industry. Jennifer Capell 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.
Tony Dalton (CRD# 2295472) is an Investment Advisor Representative working at Mccarthy & Cox Retirement & Estate Specialists LLC in Marysville, OH and has over 31 years of experience in the finance industry.