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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
Jeffrey Andra (CRD# 5295884) is an Investment Advisor Representative working at Edward Jones in Riverside, MO and has over 16 years of experience in the finance industry.
Kenneth Borum (CRD# 4776520) is an Investment Advisor Representative working at Prosperity Planning in Riverside, MO and has over 19 years of experience in the finance industry.
Ryan Noble (CRD# 4931140) is an Investment Advisor Representative working at Prosperity Planning in Riverside, MO and has over 18 years of experience in the finance industry. Ryan Noble 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.
Daniel Reiter (CRD# 6427884) is an Investment Advisor Representative working at Prosperity Planning in Riverside, MO and has over 8 years of experience in the finance industry. Daniel Reiter 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.
Lucinda Richey (CRD# 2723663) is an Investment Advisor Representative working at Prosperity Planning in Riverside, MO and has over 27 years of experience in the finance industry. Lucinda Richey 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.
Alyssa Hon (CRD# 7126216) is an Investment Advisor Representative working at Prosperity Planning in Riverside, MO and has over 3 years of experience in the finance industry. Alyssa Hon 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.
Colten Honigman (CRD# 7031621) is an Investment Advisor Representative working at Prosperity Planning in Riverside, MO and has over 3 years of experience in the finance industry. Colten Honigman 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.
Justin Locke (CRD# 7714628) is an Investment Advisor Representative working at Prosperity Planning in Riverside, MO and has 1 year of experience in the finance industry.
Ryan Walker (CRD# 7445867) is an Investment Advisor Representative working at Prosperity Planning in Riverside, MO and has 1 year of experience in the finance industry.
James is a native of Northeast Missouri and holds a Bachelor of Science degree in Finance from University of Central Missouri. James has earned three professional designations since entering the financial services profession in 1990, Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU). His certifications were awarded through the American College in Bryn Mawr, PA. The American College provided financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning...