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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
Zachary Lauck (CRD# 6010424) is an Investment Advisor Representative working at Edward Jones in Lima, OH and has over 12 years of experience in the finance industry.
Phillip Lawson (CRD# 5327655) is an Investment Advisor Representative working at Alphastar Capital Management in Findlay, OH and has over 16 years of experience in the finance industry.
Daniel Lincoln (CRD# 6657445) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Findlay, OH and has over 6 years of experience in the finance industry.
Mark Long (CRD# 5208686) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Findlay, OH and has over 9 years of experience in the finance industry.
David Lotz (CRD# 2294368) is an Investment Advisor Representative working at Edward Jones in Lima, OH and has over 31 years of experience in the finance industry.
Mark Maas (CRD# 1306836) is an Investment Advisor Representative working at Spc in Findlay, OH and has over 29 years of experience in the finance industry.
Barbara Malhoit (CRD# 854806) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Defiance, OH and has over 32 years of experience in the finance industry. Barbara Malhoit 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.
Carmen Mangiola (CRD# 4354375) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Findlay, OH and has over 23 years of experience in the finance industry.
Michael Martin (CRD# 4654988) is an Investment Advisor Representative working at Edward Jones in Findlay, OH and has over 20 years of experience in the finance industry.
Philip Mason (CRD# 2877597) is an Investment Advisor Representative working at Mml Investors Services, LLC in Columbus Grove, OH and has over 26 years of experience in the finance industry.