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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
Josiah Lederman (CRD# 6871359) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Fort Wayne, IN and has over 6 years of experience in the finance industry.
Gavin Lovvorn (CRD# 7310424) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Fort Wayne, IN and has over 3 years of experience in the finance industry. Gavin Lovvorn has taken additional exams to become a Certified Financial Planner (CFP®).
Eric Mohler (CRD# 5828056) is an Investment Advisor Representative working at Edward Jones in Celina, OH and has 1 year of experience in the finance industry.
Ryan O'neill (CRD# 7379491) is an Investment Advisor Representative working at Spc in Ann Arbor, MI and has 1 year of experience in the finance industry.
Tuan Pham (CRD# 7843196) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Celina, OH and has 1 year of experience in the finance industry.
Bradley Roberts (CRD# 7054338) is an Investment Advisor Representative working at Prudential Financial Planning Services in Fort Wayne, IN and has over 5 years of experience in the finance industry.
Lucas Severt (CRD# 7833895) is an Investment Advisor Representative working at Edward Jones in Wapakoneta, OH and has 1 year of experience in the finance industry.
Molly Shreffler (CRD# 6951995) is an Investment Advisor Representative working at Edward Jones in Celina, OH and has over 4 years of experience in the finance industry.
Joshua Smith (CRD# 7460318) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Decatur, IN and has 1 year of experience in the finance industry.
Colin Snyder (CRD# 7839128) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Fort Wayne, IN and has 1 year of experience in the finance industry.