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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
Trisha Barnes (CRD# 4134475) is an Investment Advisor Representative working at Edward Jones in Saint Marys, OH and has over 13 years of experience in the finance industry.
Barbara Barnhart (CRD# 2247465) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sidney, OH and has over 20 years of experience in the finance industry.
Dustin Beam (CRD# 4252465) is an Investment Advisor Representative working at L.m. Kohn & Company in Troy, OH and has over 23 years of experience in the finance industry. Dustin Beam 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.
Todd Belden (CRD# 5202154) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Celina, OH and has over 12 years of experience in the finance industry.
Daniel Bensman (CRD# 3156304) is an Investment Advisor Representative working at Lpl Financial LLC in Sidney, OH and has over 19 years of experience in the finance industry.
Luke Bertke (CRD# 6793516) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Sidney, OH and has over 6 years of experience in the finance industry.
Theodore Bertke (CRD# 2298483) is an Investment Advisor Representative working at Lincoln Investment in Maria Stein, OH and has 1 year of experience in the finance industry.
Kimberly Bish (CRD# 4342458) is an Investment Advisor Representative working at Key Investment Services LLC in Vandalia, OH and has over 22 years of experience in the finance industry.
Ronald Bodey (CRD# 1760080) is an Investment Advisor Representative working at Avantax Advisory Services in Troy, OH and has over 24 years of experience in the finance industry.
Brett Bogan (CRD# 2576940) is an Investment Advisor Representative working at Avantax Advisory Services in Troy, OH and has over 25 years of experience in the finance industry.