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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
Don Lewis (CRD# 4210181) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Michigan City, IN and has over 9 years of experience in the finance industry.
James Lewis (CRD# 6179013) is an Investment Advisor Representative working at Equitable Advisors, LLC in Mishawaka, IN and has over 10 years of experience in the finance industry.
Nicholas Liskey (CRD# 5004092) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in South Bend, IN and has over 13 years of experience in the finance industry.
Daniel Long (CRD# 4554831) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mishawaka, IN and has over 21 years of experience in the finance industry.
Glen Lothary (CRD# 4809555) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mishawaka, IN and has over 19 years of experience in the finance industry.
Andrew Lynch (CRD# 6749833) is an Investment Advisor Representative working at Choreo, LLC in South Bend, IN and has over 7 years of experience in the finance industry. Andrew Lynch 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.
Anthony Lyons (CRD# 2405670) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in South Bend, IN and has over 30 years of experience in the finance industry.
Kim Macgregor (CRD# 4333051) is an Investment Advisor Representative working at Edward Jones in Dowagiac, MI and has over 23 years of experience in the finance industry.
Gabriel Macias (CRD# 6297013) is an Investment Advisor Representative working at Lincoln Investment in Stevensville, MI and has over 9 years of experience in the finance industry.
Gerald Madsen (CRD# 5587313) is an Investment Advisor Representative working at Edward Jones in South Bend, IN and has over 15 years of experience in the finance industry.