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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
Virgil Biggs (CRD# 1755904) is an Investment Advisor Representative working at Avantax Advisory Services in Saranac, MI and has over 36 years of experience in the finance industry.
Chase Carpenter (CRD# 4478962) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saranac, MI and has over 22 years of experience in the finance industry.
Thomas Dickinson (CRD# 2962717) is an Investment Advisor Representative working at Avantax Advisory Services in Saranac, MI and has over 26 years of experience in the finance industry. Thomas Dickinson 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.
Ginger Roberts (CRD# 4238438) is an Investment Advisor Representative working at Avantax Advisory Services in Saranac, MI and has over 23 years of experience in the finance industry.
Rishi Acharya (CRD# 4414566) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ada, MI and has over 20 years of experience in the finance industry.
Brian Adams (CRD# 6285341) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Grand Rapids, MI and has over 9 years of experience in the finance industry.
Michael Alexander (CRD# 4374007) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 22 years of experience in the finance industry.
Ryan Allen (CRD# 5567797) is an Investment Advisor Representative working at Financial Advisory Corporation in Grand Rapids, MI and has over 10 years of experience in the finance industry. Ryan Allen 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.
Troy Allen (CRD# 2754349) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Grand Rapids, MI and has over 27 years of experience in the finance industry.
William Alphenaar (CRD# 1430913) is an Investment Advisor Representative working at Aspen Investment Management Inc. in Ada, MI and has over 38 years of experience in the finance industry.