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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
Dustin Pennington (CRD# 5335991) is an Investment Advisor Representative working at Edward Jones in Pendleton, IN and has over 16 years of experience in the finance industry.
Douglas Poling (CRD# 4482239) is an Investment Advisor Representative working at Poling Capital Management, LLC in Yorktown, IN and has over 22 years of experience in the finance industry.
Margo Porter-Panfili (CRD# 5448766) is an Investment Advisor Representative working at Investor Fan in Upland, IN and has over 15 years of experience in the finance industry.
Scott Reed (CRD# 5921661) is an Investment Advisor Representative working at Edward Jones in Elwood, IN and has over 12 years of experience in the finance industry.
Aaron Rheaume (CRD# 5209906) is an Investment Advisor Representative working at Financial Enhancement Group in Anderson, IN and has over 17 years of experience in the finance industry.
Matthew Robertson (CRD# 4547257) is an Investment Advisor Representative working at Financial Enhancement Group in Anderson, IN and has over 21 years of experience in the finance industry.
Larry Ruble (CRD# 710010) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yorktown, IN and has over 39 years of experience in the finance industry.
Stephen Schug (CRD# 1448575) is an Investment Advisor Representative working at On Investment Management Co in Pendleton, IN and has over 38 years of experience in the finance industry. Stephen Schug 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.
Garrett Segraves (CRD# 6253144) is an Investment Advisor Representative working at Edward Jones in Alexandria, IN and has over 9 years of experience in the finance industry.
Marion Shore (CRD# 4561429) is an Investment Advisor Representative working at Shoreline Wealth Advisors in New Castle, IN and has 1 year of experience in the finance industry.