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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
Matthew Bayer (CRD# 2744627) is an Investment Advisor Representative working at Harbour Investments, Inc. in Kettering, OH and has over 27 years of experience in the finance industry.
Ryan Beach (CRD# 6199033) is an Investment Advisor Representative working at Edward Jones in Xenia, OH and has over 9 years of experience in the finance industry.
Michael Beard (CRD# 6414112) is an Investment Advisor Representative working at Edward Jones in Beavercreek, OH and has over 9 years of experience in the finance industry.
Peter Bittermann (CRD# 4153389) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 23 years of experience in the finance industry.
Donald Boucher (CRD# 2636773) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 28 years of experience in the finance industry.
Tabatha Bratton (CRD# 1529161) is an Investment Advisor Representative working at Edward Jones in Xenia, OH and has over 25 years of experience in the finance industry.
Lawrence Brazie (CRD# 857097) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 32 years of experience in the finance industry.
Morgan Brazie (CRD# 6230656) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 10 years of experience in the finance industry.
Stuart Brazie (CRD# 2214285) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 30 years of experience in the finance industry. Stuart Brazie 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.
Kenneth Burr (CRD# 2458541) is an Investment Advisor Representative working at Key Investment Services LLC in Dayton, OH and has over 25 years of experience in the finance industry.