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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
Douglas Lockwood (CRD# 1703831) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 35 years of experience in the finance industry. Douglas Lockwood 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.
Jason Maassel (CRD# 4728059) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Napoleon, OH and has over 20 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.
Bill Mann (CRD# 2694463) is an Investment Advisor Representative working at Spc in Bryan, OH and has over 26 years of experience in the finance industry.
Kentrina Mapes (CRD# 5476552) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 14 years of experience in the finance industry.
Bradley Martz (CRD# 4362371) is an Investment Advisor Representative working at Edward Jones in Decatur, IN and has over 22 years of experience in the finance industry.
Benjamin McBride (CRD# 5975209) is an Investment Advisor Representative working at Edward Jones in Auburn, IN and has over 12 years of experience in the finance industry.
Jennifer Medlin (CRD# 6542270) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Fort Wayne, IN and has over 7 years of experience in the finance industry.
James Meert (CRD# 4316339) is an Investment Advisor Representative working at Apple Tree Asset Management, LLC in Fort Wayne, IN and has over 23 years of experience in the finance industry.