-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
James Harting (CRD# 3146833) is an Investment Advisor Representative working at Avantax Advisory Services in Coldwater, OH and has over 24 years of experience in the finance industry.
Darrin Haubert (CRD# 6045609) is an Investment Advisor Representative working at Wells Fargo Advisors in Troy, OH and has over 11 years of experience in the finance industry.
Gregg Hews (CRD# 1642502) is an Investment Advisor Representative working at Park Avenue Securities LLC in Troy, OH and has over 25 years of experience in the finance industry.
Daniel Hoelscher (CRD# 2857173) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Sidney, OH and has over 24 years of experience in the finance industry. Daniel Hoelscher 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.
Mark Hoge (CRD# 5841345) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sidney, OH and has over 13 years of experience in the finance industry.
Lisa Howe (CRD# 2849154) is an Investment Advisor Representative working at Wells Fargo Advisors in Minster, OH and has over 27 years of experience in the finance industry. Lisa Howe 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.
Timothy Irwin (CRD# 4250831) is an Investment Advisor Representative working at Wells Fargo Advisors in Troy, OH and has over 23 years of experience in the finance industry.
Steven Jacobs (CRD# 2790199) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Springfield, OH and has over 27 years of experience in the finance industry.
James Jeffries (CRD# 5527344) is an Investment Advisor Representative working at Edward Jones in Tipp City, OH and has over 15 years of experience in the finance industry.
Ronald Jones (CRD# 5199603) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dayton, OH and has over 11 years of experience in the finance industry.