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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
Brendan Lamont (CRD# 5416813) is an Investment Advisor Representative working at Edward Jones in Newton, IA and has over 16 years of experience in the finance industry.
Daniel Marlow (CRD# 5142191) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roland, IA and has over 17 years of experience in the finance industry.
Thomas McBride (CRD# 710254) is an Investment Advisor Representative working at Rda Financial Network in West Des Moines, IA and has over 43 years of experience in the finance industry. Thomas McBride 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.
Robert McCarey (CRD# 5490728) is an Investment Advisor Representative working at Principal Securities, Inc. in Newton, IA and has over 16 years of experience in the finance industry.
Thomas McCoy (CRD# 1304065) is an Investment Advisor Representative working at Mml Investors Services, LLC in Marshalltown, IA and has over 37 years of experience in the finance industry.
Nathan Milone (CRD# 6512062) is an Investment Advisor Representative working at Edward Jones in Newton, IA and has over 8 years of experience in the finance industry.
Brent Nickel (CRD# 5962353) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Grinnell, IA and has over 10 years of experience in the finance industry.
Travis Padget (CRD# 6389143) is an Investment Advisor Representative working at Edward Jones in Newton, IA and has over 9 years of experience in the finance industry.
Natalie Pavey (CRD# 3253810) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grinnell, IA and has over 24 years of experience in the finance industry.
Richard Pertzborn (CRD# 1120978) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in West Des Moines, IA and has over 37 years of experience in the finance industry.