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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
Augustus Abel (CRD# 3176436) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Powell, OH and has over 22 years of experience in the finance industry. Augustus Abel 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.
Jordan Acer (CRD# 5590975) is an Investment Advisor Representative working at Concordia Wealth Planning, LLC in Powell, OH and has over 5 years of experience in the finance industry. Jordan Acer 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.
Jeffery Acheson (CRD# 706698) is an Investment Advisor Representative working at Independent Financial Partners in Powell, OH and has over 24 years of experience in the finance industry. Jeffery Acheson 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.
J Alexander (CRD# 2786) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Powell, OH and has over 24 years of experience in the finance industry.
James Arnold (CRD# 1714461) is an Investment Advisor Representative working at Runnymede Capital Advisors, Inc. in Powell, OH and has over 27 years of experience in the finance industry.
Justin Baker (CRD# 6365155) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Powell, OH and has over 7 years of experience in the finance industry.
James Bardash (CRD# 2945912) is an Investment Advisor Representative working at Equitable Advisors, LLC in Powell, OH and has over 23 years of experience in the finance industry.
Nicolas Bicking (CRD# 2873390) is an Investment Advisor Representative working at D.a. Davidson & Company in Powell, OH and has over 24 years of experience in the finance industry.
Adam Byard (CRD# 5688186) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Powell, OH and has over 12 years of experience in the finance industry.
Paul Carbetta (CRD# 2078950) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Powell, OH and has over 32 years of experience in the finance industry.