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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
Joshua Lambert (CRD# 4756089) is an Investment Advisor Representative working at Lpl Financial LLC in Mount Vernon, OH and has over 19 years of experience in the finance industry.
Sara Mankins (CRD# 4423052) is an Investment Advisor Representative working at Edward Jones in Mount Vernon, OH and has over 11 years of experience in the finance industry.
Brian Mohney (CRD# 2890043) is an Investment Advisor Representative working at Lincoln Douglas Investments, LLC in Mount Vernon, OH and has over 25 years of experience in the finance industry.
Charles Powell (CRD# 6562061) is an Investment Advisor Representative working at Signature Equity Partners, LLC in Mount Vernon, OH and has 1 year of experience in the finance industry.
Kevin Spearman (CRD# 2817062) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Mount Vernon, OH and has over 26 years of experience in the finance industry.
Lance Spearman (CRD# 2720280) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Mount Vernon, OH and has 1 year of experience in the finance industry.
Joshua Strouse (CRD# 5139543) is an Investment Advisor Representative working at Signature Equity Partners, LLC in Mount Vernon, OH and has over 17 years of experience in the finance industry.
Susan Sukys (CRD# 4937138) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mount Vernon, OH and has over 18 years of experience in the finance industry. Susan Sukys 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.
Brian Van Winkle (CRD# 5623408) is an Investment Advisor Representative working at Edward Jones in Mount Vernon, OH and has over 15 years of experience in the finance industry.
Daniel Wehner (CRD# 2999629) is an Investment Advisor Representative working at Lpl Financial LLC in Mount Vernon, OH and has over 14 years of experience in the finance industry.