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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
Andrea Clark (CRD# 2294096) is an Investment Advisor Representative working at Pathways Wealth Management, Inc. in Troy, OH and has over 29 years of experience in the finance industry.
Sarah Clemans (CRD# 5219221) is an Investment Advisor Representative working at Edward Jones in Springfield, OH and has over 16 years of experience in the finance industry.
Charles Clutter (CRD# 1199747) is an Investment Advisor Representative working at Wells Fargo Advisors in Troy, OH and has over 39 years of experience in the finance industry.
Megan Collins (CRD# 5160839) is an Investment Advisor Representative working at Mccarthy & Cox Retirement & Estate Specialists LLC in Marysville, OH and has over 11 years of experience in the finance industry. Megan Collins 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.
Joyce Combs (CRD# 4151299) is an Investment Advisor Representative working at Primerica Advisors in Fairborn, OH and has over 19 years of experience in the finance industry.
James Cook (CRD# 2685452) is an Investment Advisor Representative working at Beacon Capital Management, Inc. in Dayton, OH and has over 28 years of experience in the finance industry.
Jonathan Coomer (CRD# 2669462) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Troy, OH and has over 28 years of experience in the finance industry.
James Cox (CRD# 4650773) is an Investment Advisor Representative working at Mccarthy & Cox Retirement & Estate Specialists LLC in Marysville, OH and has over 20 years of experience in the finance industry. James Cox 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.
James Cox (CRD# 6862745) is an Investment Advisor Representative working at Edward Jones in Vandalia, OH and has over 6 years of experience in the finance industry.
John Cox (CRD# 1978988) is an Investment Advisor Representative working at Edward Jones in Vandalia, OH and has over 34 years of experience in the finance industry.