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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
Daniel Griffith (CRD# 6780997) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Beavercreek, OH and has over 5 years of experience in the finance industry. Daniel Griffith 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.
Lori Gross (CRD# 6694430) is an Investment Advisor Representative working at Wellness Investment Advisers LLC in Troy, OH and has over 7 years of experience in the finance industry.
Joel Gruber (CRD# 5445408) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Huber Heights, OH and has over 16 years of experience in the finance industry.
Amy Grunden (CRD# 4627380) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Huntsville, OH and has over 21 years of experience in the finance industry.
David Hahn (CRD# 6604869) is an Investment Advisor Representative working at Cuso Financial Services in Fairborn, OH and has over 7 years of experience in the finance industry.
David Hall (CRD# 2798077) is an Investment Advisor Representative working at Primerica Advisors in Huber Heights, OH and has over 27 years of experience in the finance industry.
John Haller (CRD# 4160488) is an Investment Advisor Representative working at Cuso Financial Services in Troy, OH and has over 23 years of experience in the finance industry.
Jason Hallmark (CRD# 5518655) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Beavercreek, OH and has over 15 years of experience in the finance industry. Jason Hallmark 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 Hanna (CRD# 1834231) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Springfield, OH and has over 23 years of experience in the finance industry.
W. Harper (CRD# 237512) is an Investment Advisor Representative working at Hp & Associates in Bellefontaine, OH and has over 37 years of experience in the finance industry.