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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
Dolores Angus (CRD# 4799866) is an Investment Advisor Representative working at Huntington Financial Advisors in Petoskey, MI and has over 19 years of experience in the finance industry.
Douglas Brown (CRD# 1026433) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Petoskey, MI and has over 42 years of experience in the finance industry. Douglas 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.
Jason Coutcher (CRD# 4386242) is an Investment Advisor Representative working at Lpl Financial LLC in Petoskey, MI and has over 15 years of experience in the finance industry.
Denise Croake (CRD# 5814499) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Petoskey, MI and has over 12 years of experience in the finance industry.
Diana Eberhart (CRD# 6101850) is an Investment Advisor Representative working at Edward Jones in Petoskey, MI and has over 6 years of experience in the finance industry.
David Farley (CRD# 2364068) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Petoskey, MI and has over 30 years of experience in the finance industry.
Courtney Font (CRD# 4860482) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Petoskey, MI and has over 19 years of experience in the finance industry. Courtney Font 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.
Mitchell Glover (CRD# 1332527) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Petoskey, MI and has over 35 years of experience in the finance industry.
William Hansen (CRD# 6817886) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Petoskey, MI and has over 6 years of experience in the finance industry. William Hansen 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.
Lori Komondy (CRD# 4997202) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Petoskey, MI and has over 18 years of experience in the finance industry.