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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
Joseph Koch (CRD# 1465209) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Plymouth, MI and has over 38 years of experience in the finance industry. Joseph Koch 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.
Kevin Kral (CRD# 2719340) is an Investment Advisor Representative working at Kral Financial Advisors, LLC in Plymouth, MI and has 1 year of experience in the finance industry. Kevin Kral 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.
Shale Lapping (CRD# 1956060) is an Investment Advisor Representative working at Ipex, Inc. in Plymouth, MI and has over 34 years of experience in the finance industry.
Dennis Lavoy (CRD# 5631209) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Plymouth, MI and has over 14 years of experience in the finance industry. Dennis Lavoy 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.
Richard Lax (CRD# 3004440) is an Investment Advisor Representative working at Spc in Plymouth, MI and has over 25 years of experience in the finance industry.
Michael Leonard (CRD# 1635545) is an Investment Advisor Representative working at Wells Fargo Advisors in Plymouth, MI and has over 37 years of experience in the finance industry.
James Leventis (CRD# 1516893) is an Investment Advisor Representative working at Equitable Advisors, LLC in Plymouth, MI and has over 37 years of experience in the finance industry.
Jason Loiselle (CRD# 4330455) is an Investment Advisor Representative working at Lpl Financial LLC in Plymouth, MI and has over 23 years of experience in the finance industry.
John Lokar (CRD# 1083795) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Plymouth, MI and has over 41 years of experience in the finance industry.
Amy Majeske (CRD# 2943277) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Plymouth, MI and has over 13 years of experience in the finance industry.