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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
Nathaniel Dodds (CRD# 6354088) is an Investment Advisor Representative working at Money Concepts Advisory Service in Bellefontaine, OH and has 1 year of experience in the finance industry.
Craig Drees (CRD# 2575838) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Fort Loramie, OH and has over 24 years of experience in the finance industry.
Robert Earl (CRD# 2583215) is an Investment Advisor Representative working at Commonwealth Financial Network in Troy, OH and has over 29 years of experience in the finance industry.
William Eaton (CRD# 1225605) is an Investment Advisor Representative working at Private Advisor Group, LLC in Troy, OH and has 1 year of experience in the finance industry.
Phillip Edwards (CRD# 2069934) is an Investment Advisor Representative working at On Investment Management Co in Urbana, OH and has over 28 years of experience in the finance industry. Phillip Edwards 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.
Steven Eiting (CRD# 2517396) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Minster, OH and has over 29 years of experience in the finance industry.
Travis Elsass (CRD# 5169870) is an Investment Advisor Representative working at Edward Jones in Saint Marys, OH and has over 16 years of experience in the finance industry.
Randall Evans (CRD# 4232841) is an Investment Advisor Representative working at Edward Jones in Piqua, OH and has over 23 years of experience in the finance industry.
Mathieu Fairband (CRD# 3183341) is an Investment Advisor Representative working at Lpl Financial LLC in Troy, OH and has over 25 years of experience in the finance industry.
Jake Fashner (CRD# 5368273) is an Investment Advisor Representative working at Principal Securities, Inc. in Bradford, OH and has over 15 years of experience in the finance industry.