Distance Metro area (25 miles)
- 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
Matthew Bragg (CRD# 2279799) is an Investment Advisor Representative working at Lpl Financial LLC in Moberly, MO and has over 25 years of experience in the finance industry. Matthew Bragg 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.
Jerry Jeffrey (CRD# 1535608) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Moberly, MO and has over 31 years of experience in the finance industry.