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Distance Only Newburgh, IN
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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
Terry McCollam (CRD# 704121) is an Investment Advisor Representative working at Wells Fargo Advisors in Newburgh, IN and has over 43 years of experience in the finance industry.
Brenda Miller (CRD# 1001484) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newburgh, IN and has over 42 years of experience in the finance industry. Brenda Miller 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.
Justin Naab (CRD# 2774373) is an Investment Advisor Representative working at Summit Investments, Inc. in Newburgh, IN and has over 27 years of experience in the finance industry.
Mark Nicholson (CRD# 2369515) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Newburgh, IN and has over 30 years of experience in the finance industry. Mark Nicholson 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.
Melissa Nicholson (CRD# 6682852) is an Investment Advisor Representative working at Edward Jones in Newburgh, IN and has over 7 years of experience in the finance industry. Melissa Nicholson 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.
Kenneth Parker (CRD# 2898826) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 26 years of experience in the finance industry.
Jeana Rivera (CRD# 6688724) is an Investment Advisor Representative working at Edward Jones in Newburgh, IN and has over 5 years of experience in the finance industry.
George Stowe (CRD# 5078818) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Newburgh, IN and has over 18 years of experience in the finance industry.
Richard Tenison (CRD# 1546235) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Newburgh, IN and has over 37 years of experience in the finance industry.
Andrew Thacker (CRD# 4132222) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Newburgh, IN and has over 24 years of experience in the finance industry.