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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
David Alspach (CRD# 1912843) is an Investment Advisor Representative working at Wells Fargo Advisors in New Albany, OH and has over 35 years of experience in the finance industry.
George Andress (CRD# 6706307) is an Investment Advisor Representative working at Km&m Pinnacle, Ltd. in Mansfield, OH and has over 7 years of experience in the finance industry.
Marcus Arnold (CRD# 6690245) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bellville, OH and has over 3 years of experience in the finance industry.
James Atkinson (CRD# 2837586) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in New Albany, OH and has over 27 years of experience in the finance industry. James Atkinson 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.
Cody Austin (CRD# 5923603) is an Investment Advisor Representative working at Austin Wealth Solutions in Shreve, OH and has over 8 years of experience in the finance industry.
Steven Ayers (CRD# 2360578) is an Investment Advisor Representative working at Tucker Asset Management LLC in Westerville, OH and has 1 year of experience in the finance industry.
Edward Bacher (CRD# 5565922) is an Investment Advisor Representative working at Lpl Financial LLC in Westerville, OH and has over 14 years of experience in the finance industry. Edward Bacher 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.
Timothy Baker (CRD# 6130547) is an Investment Advisor Representative working at Your Financial Pharmacist in New Albany, OH and has over 10 years of experience in the finance industry. Timothy Baker 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.
Johnie Barker (CRD# 6691568) is an Investment Advisor Representative working at Edward Jones in Westerville, OH and has over 7 years of experience in the finance industry.
James Barton (CRD# 1587057) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Granville, OH and has 1 year of experience in the finance industry.