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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 Graff (CRD# 7054558) is an Investment Advisor Representative working at Edward Jones in Lima, OH and has over 5 years of experience in the finance industry.
Garrett Gray (CRD# 6422980) is an Investment Advisor Representative working at Lincoln Investment in Maria Stein, OH and has 1 year of experience in the finance industry.
Joseph Green (CRD# 3216399) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wapakoneta, OH and has over 24 years of experience in the finance industry.
Clara Hanf (CRD# 3048777) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Delphos, OH and has over 19 years of experience in the finance industry.
Bradley Hardy (CRD# 2405534) is an Investment Advisor Representative working at Hardy & Hardy Co LLC in Lima, OH and has over 30 years of experience in the finance industry.
James Harting (CRD# 3146833) is an Investment Advisor Representative working at Avantax Advisory Services in Coldwater, OH and has over 24 years of experience in the finance industry.
Daniel Hoelscher (CRD# 2857173) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Sidney, OH and has over 24 years of experience in the finance industry. Daniel Hoelscher 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.
Lisa Howe (CRD# 2849154) is an Investment Advisor Representative working at Wells Fargo Advisors in Minster, OH and has over 27 years of experience in the finance industry. Lisa Howe 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.
Christine Hulme (CRD# 2707676) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sidney, OH and has over 28 years of experience in the finance industry. Christine Hulme 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.
Eric Hurless (CRD# 6739520) is an Investment Advisor Representative working at Edward Jones in Van Wert, OH and has over 7 years of experience in the finance industry.