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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
Terri Ballard (CRD# 2321518) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Greenwood, IN and has over 20 years of experience in the finance industry.
Matthew Baltera (CRD# 6693191) is an Investment Advisor Representative working at Morgan Stanley in Indianapolis, IN and has over 7 years of experience in the finance industry.
Jay Barclay (CRD# 4035158) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Indianapolis, IN and has over 24 years of experience in the finance industry. Jay Barclay 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.
Lottie Barcus (CRD# 2828283) is an Investment Advisor Representative working at Mml Investors Services, LLC in Greencastle, IN and has over 24 years of experience in the finance industry.
John Barker (CRD# 5138223) is an Investment Advisor Representative working at Mml Investors Services, LLC in Indianapolis, IN and has over 16 years of experience in the finance industry.
Everett Barnes (CRD# 4156144) is an Investment Advisor Representative working at Edelman Financial Engines in Indianapolis, IN and has over 23 years of experience in the finance industry.
Beau Barrett (CRD# 3198892) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Indianapolis, IN and has over 24 years of experience in the finance industry. Beau Barrett 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.
Mike Barry (CRD# 1907944) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Indianapolis, IN and has over 35 years of experience in the finance industry.
Karl Barske (CRD# 4160907) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Indianapolis, IN and has over 23 years of experience in the finance industry.
Blake Bartling (CRD# 5500505) is an Investment Advisor Representative working at Edward Jones in Franklin, IN and has over 15 years of experience in the finance industry.