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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
Donald Bates (CRD# 2612645) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richmond, IN and has over 28 years of experience in the finance industry.
Daniel Davis (CRD# 4232687) is an Investment Advisor Representative working at Edward Jones in Richmond, IN and has over 23 years of experience in the finance industry.
Robert Gilman (CRD# 2186220) is an Investment Advisor Representative working at Edward Jones in Richmond, IN and has over 32 years of experience in the finance industry.
Matthew Golliher (CRD# 6360230) is an Investment Advisor Representative working at Vista Investment Partners in Richmond, IN and has over 9 years of experience in the finance industry.
Brett Guiley (CRD# 4145989) is an Investment Advisor Representative working at Vista Investment Partners in Richmond, IN and has over 23 years of experience in the finance industry. Brett Guiley 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.
William Harmon (CRD# 3161504) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Richmond, IN and has over 25 years of experience in the finance industry. William Harmon 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.
Donald House (CRD# 5718536) is an Investment Advisor Representative working at Spectrum Advisors Financial, LLC in Richmond, IN and has over 14 years of experience in the finance industry.
Brian Longbons (CRD# 4532001) is an Investment Advisor Representative working at Lpl Financial LLC in Richmond, IN and has over 21 years of experience in the finance industry.
Susan Mullin (CRD# 4430677) is an Investment Advisor Representative working at Edward Jones in Richmond, IN and has over 6 years of experience in the finance industry.
William Mullin (CRD# 6520472) is an Investment Advisor Representative working at Edward Jones in Richmond, IN and has over 8 years of experience in the finance industry.