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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
William Bohney (CRD# 4230197) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Perrysburg, OH and has over 23 years of experience in the finance industry. William Bohney 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.
Michael Brandon (CRD# 5423055) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Perrysburg, OH and has over 16 years of experience in the finance industry.
Robert Brunner (CRD# 5915300) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Perrysburg, OH and has over 12 years of experience in the finance industry.
Kevin Bucher (CRD# 5894917) is an Investment Advisor Representative working at Advisory Alpha, LLC in Perrysburg, OH and has over 13 years of experience in the finance industry.
Lindsay Buker (CRD# 5973895) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Perrysburg, OH and has over 11 years of experience in the finance industry. Lindsay Buker 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.
Craig Calvin (CRD# 5771330) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Perrysburg, OH and has over 13 years of experience in the finance industry.
Kevin Carmony (CRD# 2093027) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Perrysburg, OH and has over 33 years of experience in the finance industry.
Kevin Clingaman (CRD# 2317255) is an Investment Advisor Representative working at Huntington Financial Advisors in Perrysburg, OH and has over 31 years of experience in the finance industry.
Adam Cufr, RICP® is a founding principal of Fourth Dimension Financial Group, LLC, and is an author, a sought-after media commentator and thought leader. Adam was named one of The 20 Most Creative People In Insurance in 2015, a columnist for Retirement Advisor Magazine, and is the author of Off the Record – Secrets to Building a Successful Retirement and a Lasting Legacy.
Adam has been featured in national publications such as The Wall Street Journal, Senior Market Advisor Magazine, LifeHealthPro, as well as locally in The Toledo Blade, The Defiance Crescent News and The Bryan Times. Adam...
Daniel Deverna (CRD# 4158283) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Perrysburg, OH and has over 19 years of experience in the finance industry.