-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Margo Porter-Panfili (CRD# 5448766) is an Investment Advisor Representative working at Investor Fan in Upland, IN and has over 15 years of experience in the finance industry.
Cory Powell (CRD# 5923157) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Marion, IN and has over 12 years of experience in the finance industry.
Cory Reckard (CRD# 4310889) is an Investment Advisor Representative working at Reckard Cpa Advisors, LLC in Poneto, IN and has over 23 years of experience in the finance industry.
Michael Reynolds (CRD# 6432074) is an Investment Advisor Representative working at Edward Jones in Marion, IN and has over 9 years of experience in the finance industry.
James Scheiber (CRD# 3026804) is an Investment Advisor Representative working at Edward Jones in Huntington, IN and has over 25 years of experience in the finance industry.
Marc Schultz (CRD# 4155392) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Marion, IN and has over 24 years of experience in the finance industry.
Nathan Shelton (CRD# 6626929) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Bluffton, IN and has over 6 years of experience in the finance industry. Nathan Shelton 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.
Mark Siegelin (CRD# 2369440) is an Investment Advisor Representative working at Edward Jones in Gas City, IN and has over 30 years of experience in the finance industry.
Robert Sisson (CRD# 2761103) is an Investment Advisor Representative working at Edward Jones in Hartford City, IN and has over 27 years of experience in the finance industry.
Larry Smith (CRD# 4233161) is an Investment Advisor Representative working at Edward Jones in Ossian, IN and has over 23 years of experience in the finance industry.