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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
James Mundell (CRD# 2317425) is an Investment Advisor Representative working at Mundell Asset Management LLC in Canal Fulton, OH and has over 29 years of experience in the finance industry.
John Munka (CRD# 2134158) is an Investment Advisor Representative working at Lpl Financial LLC in Wadsworth, OH and has over 33 years of experience in the finance industry.
Stephen Myers (CRD# 4816842) is an Investment Advisor Representative working at Lpl Financial LLC in Wooster, OH and has over 19 years of experience in the finance industry.
Christopher Nadler (CRD# 5934671) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has over 12 years of experience in the finance industry. Christopher Nadler 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.
Brianna Noel (CRD# 6960649) is an Investment Advisor Representative working at Edward Jones in Ashland, OH and has over 5 years of experience in the finance industry.
Mark Norton (CRD# 4731568) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Wooster, OH and has over 20 years of experience in the finance industry.
Daniel Oaklief (CRD# 6674204) is an Investment Advisor Representative working at B.a. Schrock Wealth Management in Wadsworth, OH and has over 7 years of experience in the finance industry.
Douglas Pauly (CRD# 4714361) is an Investment Advisor Representative working at Capital City Asset Management Group, LLC in Ashland, OH and has 1 year of experience in the finance industry.
Charles Powell (CRD# 6562061) is an Investment Advisor Representative working at Signature Equity Partners, LLC in Mount Vernon, OH and has 1 year of experience in the finance industry.
Beth Randall-Dodd (CRD# 6279254) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wadsworth, OH and has over 8 years of experience in the finance industry. Beth Randall-Dodd 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.