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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
Theresa Donahue (CRD# 2713661) is an Investment Advisor Representative working at D.a. Davidson & Company in Powell, OH and has over 27 years of experience in the finance industry.
Kevin Fifer (CRD# 4750052) is an Investment Advisor Representative working at Capital City Asset Management Group, LLC in Powell, OH and has over 20 years of experience in the finance industry.
Vaughn Flowers (CRD# 6174050) is an Investment Advisor Representative working at Capital City Asset Management Group, LLC in Powell, OH and has over 5 years of experience in the finance industry.
Alan Grossman (CRD# 2087004) is an Investment Advisor Representative working at Edward Jones in Powell, OH and has over 32 years of experience in the finance industry.
Michael Harding (CRD# 4171553) is an Investment Advisor Representative working at Harding Financial Group, LLC in Powell, OH and has over 23 years of experience in the finance industry. Michael Harding 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.
Robert Hassmann (CRD# 2560734) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Powell, OH and has over 8 years of experience in the finance industry.
Robert Hays (CRD# 2880531) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Powell, OH and has over 23 years of experience in the finance industry.
Shana Heckel (CRD# 4681395) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Powell, OH and has over 20 years of experience in the finance industry.
Steven Henderly (CRD# 6155910) is an Investment Advisor Representative working at Nvest Wealth Strategies, Inc. in Powell, OH and has 1 year of experience in the finance industry.
William Henderly (CRD# 4373195) is an Investment Advisor Representative working at Nvest Wealth Strategies, Inc. in Powell, OH and has 1 year of experience in the finance industry.