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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
Robert Berry (CRD# 849285) is an Investment Advisor Representative working at Egi Financial, Inc. in Akron, OH and has over 34 years of experience in the finance industry.
Shawn Berthelot (CRD# 4577477) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fairlawn, OH and has over 21 years of experience in the finance industry.
Paul Bertsch (CRD# 20439) is an Investment Advisor Representative working at Wells Fargo Advisors in Akron, OH and has over 40 years of experience in the finance industry.
Joseph Beswick (CRD# 3243226) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Berea, OH and has over 22 years of experience in the finance industry.
Frank Bevilacqua (CRD# 4784575) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 19 years of experience in the finance industry. Frank Bevilacqua 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.
Frank Bevilacqua (CRD# 1719811) is an Investment Advisor Representative working at W3 Wealth Advisors, LLC in Akron, OH and has over 24 years of experience in the finance industry.
Christopher Bevington (CRD# 4626339) is an Investment Advisor Representative working at Lighthouse Wealth Management, Inc. in Ashland, OH and has over 21 years of experience in the finance industry. Christopher Bevington 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.
Marissa Beyer (CRD# 5003332) is an Investment Advisor Representative working at Fidato Wealth LLC in Middleburg Heights, OH and has 1 year of experience in the finance industry. Marissa Beyer 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.
Sanjay Bhargava (CRD# 4495397) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Independence, OH and has over 19 years of experience in the finance industry.
Sue Bigley (CRD# 3045363) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Berea, OH and has over 17 years of experience in the finance industry.