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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
Leslie Cool (CRD# 6506430) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Beavercreek, OH and has over 8 years of experience in the finance industry.
Michael Cozad (CRD# 5455238) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Beavercreek, OH and has over 13 years of experience in the finance industry. Michael Cozad 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.
Collin Crowe (CRD# 6879083) is an Investment Advisor Representative working at Edward Jones in Xenia, OH and has over 6 years of experience in the finance industry.
James Crowe (CRD# 4848674) is an Investment Advisor Representative working at Crowe Financial Group LLC in Hillsboro, OH and has over 19 years of experience in the finance industry.
Mark Crowe (CRD# 1675944) is an Investment Advisor Representative working at Crowe Financial Group LLC in Hillsboro, OH and has over 23 years of experience in the finance industry.
Richard Culpepper (CRD# 2942828) is an Investment Advisor Representative working at James Investment Research Inc. in Xenia, OH and has over 26 years of experience in the finance industry.
George Cvijic (CRD# 2160826) 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.
Keevin Davis (CRD# 4834922) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Beavercreek, OH and has over 19 years of experience in the finance industry.
Justin Dawson (CRD# 5780098) is an Investment Advisor Representative working at Edward Jones in Washington Court House, OH and has over 13 years of experience in the finance industry.
Eleanor Deskin (CRD# 1231146) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Xenia, OH and has over 40 years of experience in the finance industry.