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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
Gilbert Shepard (CRD# 5546792) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in Point Pleasant, WV and has over 9 years of experience in the finance industry.
Lesley Marrero (CRD# 3084908) is an Investment Advisor Representative working at Edward Jones in Point Pleasant, WV and has over 19 years of experience in the finance industry.
Travis Willard (CRD# 6586432) is an Investment Advisor Representative working at Edward Jones in Point Pleasant, WV and has over 2 years of experience in the finance industry.
James Morrison (CRD# 1300151) is an Investment Advisor Representative working at Aa Financial Advisors, LLC in Gallipolis, OH and has over 31 years of experience in the finance industry. James Morrison 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.
Shayna Chapman-Burris (CRD# 4706311) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Gallipolis, OH and has over 12 years of experience in the finance industry.
James Curry (CRD# 1482724) is an Investment Advisor Representative working at Lincoln Investment in Gallipolis, OH and has over 29 years of experience in the finance industry.
Stanley Evans (CRD# 722071) is an Investment Advisor Representative working at Evans Wealth Management in Gallipolis, OH and has over 22 years of experience in the finance industry.
Richard McDaniel (CRD# 5147268) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Gallipolis, OH and has over 11 years of experience in the finance industry.
Isaac Mills (CRD# 4961874) is an Investment Advisor Representative working at Edward Jones in Gallipolis, OH and has over 12 years of experience in the finance industry.
Robert Murray (CRD# 2794412) is an Investment Advisor Representative working at Edward Jones in Ripley, WV and has over 21 years of experience in the finance industry.