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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
Jody Howard (CRD# 2996883) is an Investment Advisor Representative working at Org Partners in Roanoke, IN and has over 26 years of experience in the finance industry.
David Jones (CRD# 4153101) is an Investment Advisor Representative working at Lpl Financial LLC in Warsaw, IN and has over 24 years of experience in the finance industry.
Daniel Kennedy (CRD# 1593623) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Huntington, IN and has over 37 years of experience in the finance industry. Daniel Kennedy 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.
Jennifer Kingston (CRD# 4493715) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warsaw, IN and has over 21 years of experience in the finance industry. Jennifer Kingston 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.
Jerry Koontz (CRD# 6806639) is an Investment Advisor Representative working at Edward Jones in Warsaw, IN and has over 6 years of experience in the finance industry.
Mark Lane (CRD# 4914396) is an Investment Advisor Representative working at Pnc Investments in Warsaw, IN and has over 19 years of experience in the finance industry.
Andrew Lewis (CRD# 2187326) is an Investment Advisor Representative working at Key Investment Services LLC in Warsaw, IN and has over 32 years of experience in the finance industry.
Andrew Manes (CRD# 3228529) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Warsaw, IN and has over 24 years of experience in the finance industry.
Trent McBride (CRD# 5575584) is an Investment Advisor Representative working at Edward Jones in Huntington, IN and has over 15 years of experience in the finance industry.
Faron McClain (CRD# 5660091) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Columbia City, IN and has over 14 years of experience in the finance industry.