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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
Michael Towle (CRD# 4644101) is an Investment Advisor Representative working at Lpl Financial LLC in Mansfield, OH and has over 20 years of experience in the finance industry.
Douglas Walter (CRD# 1850552) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Galion, OH and has over 11 years of experience in the finance industry.
Lauren Warren (CRD# 6226815) is an Investment Advisor Representative working at Edward Jones in Galion, OH and has over 7 years of experience in the finance industry.
Tracy Wells (CRD# 5514013) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has over 12 years of experience in the finance industry.
Verdayne Wendling (CRD# 2883904) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has 1 year of experience in the finance industry. Verdayne Wendling 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.
Joshua White (CRD# 5760676) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mansfield, OH and has over 14 years of experience in the finance industry.
Deborah Williams (CRD# 4534223) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Mansfield, OH and has over 17 years of experience in the finance industry.
James Williams (CRD# 2331816) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mansfield, OH and has over 31 years of experience in the finance industry.
Matthew Williams (CRD# 4511575) is an Investment Advisor Representative working at Cuso Financial Services in Mansfield, OH and has over 22 years of experience in the finance industry.
Thomas Wilson (CRD# 1790620) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Mansfield, OH and has over 36 years of experience in the finance industry. Thomas Wilson 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.