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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
James Levine (CRD# 4686888) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Orange Village, OH and has over 20 years of experience in the finance industry.
Ian Lippert (CRD# 5534210) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orange Village, OH and has over 15 years of experience in the finance industry.
Todd Lloyd (CRD# 5648627) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orange Village, OH and has over 14 years of experience in the finance industry.
David Maniscalco (CRD# 5758476) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orange Village, OH and has over 13 years of experience in the finance industry.
Michael Murray (CRD# 4980284) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orange Village, OH and has over 12 years of experience in the finance industry.
Lauren Olsen (CRD# 2678352) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Orange Village, OH and has 1 year of experience in the finance industry. Lauren Olsen 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.
Richard Painting (CRD# 806023) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Orange Village, OH and has over 26 years of experience in the finance industry.
Daniel Phillips (CRD# 4052868) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Orange Village, OH and has over 24 years of experience in the finance industry. Daniel Phillips 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.
Kevin Plank (CRD# 1057980) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Orange Village, OH and has over 31 years of experience in the finance industry. Kevin Plank 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.
Matthew Rains (CRD# 2915325) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orange Village, OH and has over 26 years of experience in the finance industry.