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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
Alex White (CRD# 6977467) is an Investment Advisor Representative working at Miller Financial Services LLC in Marshall, MI and has over 5 years of experience in the finance industry. Alex White 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.
Jason Wright (CRD# 4994157) is an Investment Advisor Representative working at Edward Jones in Coldwater, MI and has over 18 years of experience in the finance industry.
Jason Adcock (CRD# 7414419) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hillsdale, MI and has over 2 years of experience in the finance industry.
Steven Bartshe (CRD# 4804022) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Eaton Rapids, MI and has over 19 years of experience in the finance industry.
Adam Boden (CRD# 7847679) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Jackson, MI and has 1 year of experience in the finance industry.
Jordan Butler (CRD# 6921657) is an Investment Advisor Representative working at Edward Jones in Coldwater, MI and has over 2 years of experience in the finance industry.
Michael Dear (CRD# 6988145) is an Investment Advisor Representative working at Avantax Advisory Services in Cement City, MI and has over 5 years of experience in the finance industry.
Jamie Dittenber (CRD# 7325868) is an Investment Advisor Representative working at Edward Jones in Jackson, MI and has over 2 years of experience in the finance industry.
Joshua Dreps (CRD# 7794171) is an Investment Advisor Representative working at Edward Jones in Charlotte, MI and has 1 year of experience in the finance industry.
Abigail Funk (CRD# 7790177) is an Investment Advisor Representative working at Avery Wealth, Inc. in Jackson, MI and has 1 year of experience in the finance industry.