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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
Brandon Bullock (CRD# 4617848) is an Investment Advisor Representative working at Lincoln Douglas Investments, LLC in Mount Vernon, OH and has over 20 years of experience in the finance industry.
Jason Burkholder (CRD# 5537497) is an Investment Advisor Representative working at New Legacy Financial Group, LLC in Smithville, OH and has 1 year of experience in the finance industry. Jason Burkholder 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.
John Byler (CRD# 4330780) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Millersburg, OH and has 1 year of experience in the finance industry.
Matthew Campbell (CRD# 4201744) is an Investment Advisor Representative working at Commonwealth Financial Network in Millersburg, OH and has over 23 years of experience in the finance industry. Matthew Campbell 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.
Candace Carlton (CRD# 2731557) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wooster, OH and has over 23 years of experience in the finance industry.
Ross Cochrell (CRD# 5492364) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Wooster, OH and has over 15 years of experience in the finance industry.
Gregory Coffing (CRD# 3260352) is an Investment Advisor Representative working at Edward Jones in Mount Vernon, OH and has over 24 years of experience in the finance industry. Gregory Coffing 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.
William Conte (CRD# 3090899) is an Investment Advisor Representative working at Lpl Financial LLC in Norton, OH and has over 25 years of experience in the finance industry.
Kimerly Cowgill (CRD# 3176124) is an Investment Advisor Representative working at Edward Jones in Orrville, OH and has over 24 years of experience in the finance industry.