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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
Mark Gash (CRD# 2275493) is an Investment Advisor Representative working at On Investment Management Co in Lees Summit, MO and has over 31 years of experience in the finance industry. Mark Gash 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.
David Gilmore (CRD# 6104656) is an Investment Advisor Representative working at Equity Wealth Partners, LLC in Independence, MO and has over 11 years of experience in the finance industry. David Gilmore 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.
Christopher Goodwin (CRD# 4288887) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Liberty, MO and has over 22 years of experience in the finance industry.
Andrew Goos (CRD# 6062030) is an Investment Advisor Representative working at Arvest Wealth Management in Lees Summit, MO and has over 11 years of experience in the finance industry.
Dustin Green (CRD# 6389756) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Liberty, MO and has over 9 years of experience in the finance industry.
Shelly Hall (CRD# 4482575) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Independence, MO and has over 22 years of experience in the finance industry.
James Hallam (CRD# 3002313) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lees Summit, MO and has over 23 years of experience in the finance industry.
Andrew Hammer (CRD# 5876433) is an Investment Advisor Representative working at Edward Jones in Independence, MO and has over 10 years of experience in the finance industry.
Sean Harman (CRD# 4428791) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kansas City, MO and has over 22 years of experience in the finance industry. Sean Harman 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.
Philip Hayes (CRD# 2209559) is an Investment Advisor Representative working at Lpl Financial LLC in Blue Springs, MO and has over 31 years of experience in the finance industry.