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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
Brian Sokol (CRD# 5648071) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Toledo, IA and has over 14 years of experience in the finance industry. Brian Sokol 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.
Douglas Allen (CRD# 1492192) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grinnell, IA and has over 38 years of experience in the finance industry. Douglas 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.
Mark Allen (CRD# 4782220) is an Investment Advisor Representative working at Edward Jones in Newton, IA and has over 19 years of experience in the finance industry.
Paul Barr (CRD# 1748415) is an Investment Advisor Representative working at Lpl Financial LLC in Marshalltown, IA and has over 30 years of experience in the finance industry.
Nathan Blayer (CRD# 6598784) is an Investment Advisor Representative working at Edward Jones in Marshalltown, IA and has over 8 years of experience in the finance industry.
Thomas Cirks (CRD# 1415427) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grinnell, IA and has over 37 years of experience in the finance industry.
Jessica Dillon (CRD# 6831027) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grinnell, IA and has over 6 years of experience in the finance industry.
Laurie Dowd Gowdy (CRD# 6660917) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Marshalltown, IA and has over 7 years of experience in the finance industry.
Jennifer Eggleston (CRD# 3019797) is an Investment Advisor Representative working at Lpl Financial LLC in Belle Plaine, IA and has over 24 years of experience in the finance industry.
Linda Harem (CRD# 2749048) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newton, IA and has over 27 years of experience in the finance industry.