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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
James Leveille (CRD# 7307065) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Madison, IN and has over 2 years of experience in the finance industry.
Mark Ludmann (CRD# 2871588) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Hebron, KY and has over 19 years of experience in the finance industry.
Andrew Lutsch (CRD# 5303593) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Florence, KY and has over 16 years of experience in the finance industry.
Anna Makris (CRD# 6804235) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cincinnati, OH and has over 5 years of experience in the finance industry.
Yianni Makris (CRD# 6506706) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cincinnati, OH and has over 7 years of experience in the finance industry.
Joe Mangiafico (CRD# 5529965) is an Investment Advisor Representative working at Prudential Financial Planning Services in Florence, KY and has over 9 years of experience in the finance industry.
Adam Maucher (CRD# 7492978) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Lawrenceburg, IN and has over 2 years of experience in the finance industry.
Danielle Maxwell (CRD# 5406184) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Union, KY and has over 16 years of experience in the finance industry.
Bryan McClatchie (CRD# 7618045) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Union, KY and has 1 year of experience in the finance industry.
Michael Murphy (CRD# 6938115) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Florence, KY and has over 4 years of experience in the finance industry.