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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
Jeffrey Umbaugh (CRD# 4299073) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Plymouth, IN and has over 23 years of experience in the finance industry.
Craig Wilson (CRD# 5672512) is an Investment Advisor Representative working at Edward Jones in Plymouth, IN and has over 14 years of experience in the finance industry.
Angela Banicki (CRD# 6787426) is an Investment Advisor Representative working at Lpl Financial LLC in Plymouth, IN and has over 6 years of experience in the finance industry.
Carlye Bishopp (CRD# 7576506) is an Investment Advisor Representative working at Edward Jones in Plymouth, IN and has 1 year of experience in the finance industry.
Grant Clady (CRD# 7836785) is an Investment Advisor Representative working at Edward Jones in Plymouth, IN and has 1 year of experience in the finance industry.
Cristine Keller (CRD# 4081684) is an Investment Advisor Representative working at Edward Jones in Plymouth, IN and has over 4 years of experience in the finance industry.
George Myers (CRD# 7437775) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plymouth, IN and has over 2 years of experience in the finance industry.
Christopher Adams (CRD# 4621831) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in South Bend, IN and has over 21 years of experience in the finance industry.
Alan Alderfer (CRD# 2245020) is an Investment Advisor Representative working at Lpl Financial LLC in Warsaw, IN and has over 31 years of experience in the finance industry.
Joshua Alexander (CRD# 4568561) is an Investment Advisor Representative working at State Farm Investment Management Corp. in La Porte, IN and has over 21 years of experience in the finance industry.