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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
Daniel Colvis (CRD# 2766025) is an Investment Advisor Representative working at Lpl Financial LLC in Chester, IL and has over 27 years of experience in the finance industry.
Carol Duggan (CRD# 5535635) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Frohna, MO and has over 15 years of experience in the finance industry.
Steven Elefson (CRD# 1833583) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Jackson, MO and has over 35 years of experience in the finance industry.
Chance Franklin (CRD# 6681654) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Jackson, MO and has over 7 years of experience in the finance industry.
Tracy Hillman (CRD# 5299700) is an Investment Advisor Representative working at Edward Jones in Jackson, MO and has over 7 years of experience in the finance industry.
Jon Hodges (CRD# 1656173) is an Investment Advisor Representative working at Anchor Pointe Wealth Management in Jackson, MO and has over 36 years of experience in the finance industry. Jon Hodges 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.
Justin Martini (CRD# 4334163) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Jackson, MO and has over 23 years of experience in the finance industry.
Robert McClerren (CRD# 5204026) is an Investment Advisor Representative working at Edward Jones in Chester, IL and has over 17 years of experience in the finance industry.
Roy Merideth (CRD# 6198161) is an Investment Advisor Representative working at Edward Jones in Jackson, MO and has over 10 years of experience in the finance industry.
Matthew Morice (CRD# 6868090) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sainte Genevieve, MO and has over 6 years of experience in the finance industry.