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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
Matthew Daugherty (CRD# 4433690) is an Investment Advisor Representative working at Balanced Wealth Group LLC in Westlake, OH and has over 22 years of experience in the finance industry. Matthew Daugherty 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.
Bradley Davis (CRD# 5287332) is an Investment Advisor Representative working at Edward Jones in Norwalk, OH and has over 16 years of experience in the finance industry.
James Davis (CRD# 5214805) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bellevue, OH and has over 17 years of experience in the finance industry.
Lawrence Davis (CRD# 4243311) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Avon, OH and has over 23 years of experience in the finance industry.
Nathan Davis (CRD# 6636963) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake, OH and has over 7 years of experience in the finance industry.
Randy Day (CRD# 1738119) is an Investment Advisor Representative working at Mml Investors Services, LLC in Castalia, OH and has over 33 years of experience in the finance industry.
Anthony Debaltzo (CRD# 6609549) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, OH and has over 7 years of experience in the finance industry.
Adam Debord (CRD# 5134543) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Westlake, OH and has over 14 years of experience in the finance industry.
James Deer (CRD# 4586655) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Bellevue, OH and has over 21 years of experience in the finance industry.
Michael Delgreco (CRD# 5108110) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 12 years of experience in the finance industry.