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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
Michael Bryan (CRD# 6152339) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 8 years of experience in the finance industry.
Anthony Bucceri (CRD# 6924156) is an Investment Advisor Representative working at Principal Securities, Inc. in Independence, OH and has over 5 years of experience in the finance industry.
Nancy Buck (CRD# 1260306) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Elyria, OH and has over 36 years of experience in the finance industry.
Anthony Budak (CRD# 4366274) is an Investment Advisor Representative working at Budak Financial Group, LLC in Olmsted Falls, OH and has over 18 years of experience in the finance industry.
Michael Budzik (CRD# 5198285) is an Investment Advisor Representative working at Primerica Advisors in Strongsville, OH and has over 9 years of experience in the finance industry.
Christine Bules (CRD# 1992330) is an Investment Advisor Representative working at Cornerstone Asset Management Services, Inc. in Broadview Heights, OH and has over 33 years of experience in the finance industry.
William Bullington (CRD# 1859420) is an Investment Advisor Representative working at Bullington Capital Management, LLC in Akron, OH and has over 32 years of experience in the finance industry.
Richard Buoncore (CRD# 1652210) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 30 years of experience in the finance industry.
Bradford Burgess (CRD# 3237061) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 24 years of experience in the finance industry.
Jason Burkholder (CRD# 5537497) is an Investment Advisor Representative working at New Legacy Financial Group, LLC in Smithville, OH and has 1 year of experience in the finance industry. Jason Burkholder 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.