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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
Steven Wilcox (CRD# 1587284) is an Investment Advisor Representative working at Lpl Financial LLC in Prairie Village, KS and has over 37 years of experience in the finance industry.
Benjamin Young (CRD# 4461674) is an Investment Advisor Representative working at Central States Capital Markets, LLC in Prairie Village, KS and has over 22 years of experience in the finance industry.
Lance Zimmerman (CRD# 4855394) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Prairie Village, KS and has over 18 years of experience in the finance industry.
Jon Albarelli (CRD# 3210926) is an Investment Advisor Representative working at Edward Jones in Prairie Village, KS and has 1 year of experience in the finance industry.
Christian Bradley (CRD# 7429062) is an Investment Advisor Representative working at Forum Financial Management, LP in Prairie Village, KS and has over 2 years of experience in the finance industry. Christian Bradley 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.
Jeremy Dunning (CRD# 7358994) is an Investment Advisor Representative working at Central States Capital Markets, LLC in Prairie Village, KS and has over 2 years of experience in the finance industry.
Carter Howes (CRD# 7414623) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Prairie Village, KS and has over 2 years of experience in the finance industry.
Richard March (CRD# 7692952) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Prairie Village, KS and has 1 year of experience in the finance industry.
Michael Mercer (CRD# 7281894) is an Investment Advisor Representative working at Greenup Street Wealth Management LLC in Prairie Village, KS and has 1 year of experience in the finance industry.
Melanie Neighbor (CRD# 7049107) is an Investment Advisor Representative working at Edward Jones in Prairie Village, KS and has 1 year of experience in the finance industry.