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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
Tracy Jones (CRD# 3176193) is an Investment Advisor Representative working at Osaic Wealth, Inc. in West Chester, OH and has over 25 years of experience in the finance industry.
Kenneth Kaup (CRD# 4654241) is an Investment Advisor Representative working at Primerica Advisors in West Chester, OH and has over 20 years of experience in the finance industry.
Beth Kiernan (CRD# 4596949) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in West Chester, OH and has over 21 years of experience in the finance industry.
Julie King (CRD# 5496384) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in West Chester, OH and has over 15 years of experience in the finance industry.
Garry Kohn (CRD# 2926700) is an Investment Advisor Representative working at L.m. Kohn & Company in West Chester, OH and has over 26 years of experience in the finance industry. Garry Kohn 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.
Joseph Lamont (CRD# 2974262) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in West Chester, OH and has over 26 years of experience in the finance industry.
Debra Lang (CRD# 2934174) is an Investment Advisor Representative working at Lincoln Investment in West Chester, OH and has 1 year of experience in the finance industry.
George Lang (CRD# 2507351) is an Investment Advisor Representative working at Lincoln Investment in West Chester, OH and has over 29 years of experience in the finance industry.
Patrick Lause (CRD# 2323891) is an Investment Advisor Representative working at Primerica Advisors in West Chester, OH and has over 31 years of experience in the finance industry.
William Lendl (CRD# 4556945) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in West Chester, OH and has over 21 years of experience in the finance industry.