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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
Leo Broerman (CRD# 4476902) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cincinnati, OH and has over 22 years of experience in the finance industry.
Julie Brooks (CRD# 2887980) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 26 years of experience in the finance industry.
Megan Brooks (CRD# 6086636) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 11 years of experience in the finance industry.
Scott Brooks (CRD# 2745491) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Edgewood, KY and has over 27 years of experience in the finance industry. Scott Brooks 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.
Tracey Brooks (CRD# 4711085) is an Investment Advisor Representative working at Lpl Financial LLC in Cincinnati, OH and has over 16 years of experience in the finance industry.
Michael Broughton (CRD# 4141748) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in West Chester, OH and has over 24 years of experience in the finance industry.
Daniel Brown (CRD# 4163118) is an Investment Advisor Representative working at Lpl Financial LLC in Cincinnati, OH and has over 20 years of experience in the finance industry.
David Brown (CRD# 1719962) is an Investment Advisor Representative working at Stonex Advisors Inc. in Fort Wright, KY and has over 36 years of experience in the finance industry. David Brown 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.
Jonathan Brown (CRD# 6557690) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 5 years of experience in the finance industry.
Justin Brown (CRD# 5058577) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has over 18 years of experience in the finance industry. Justin Brown 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.