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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 Fisher (CRD# 3215278) is an Investment Advisor Representative working at Theus Wealth Advisors in Whitehouse, OH and has over 16 years of experience in the finance industry.
Adam Lublin (CRD# 5477080) is an Investment Advisor Representative working at Edward Jones in Whitehouse, OH and has over 16 years of experience in the finance industry.
Matthew Padgett (CRD# 5349785) is an Investment Advisor Representative working at Edward Jones in Whitehouse, OH and has over 15 years of experience in the finance industry.
Eric Watson (CRD# 4560069) is an Investment Advisor Representative working at Commonwealth Financial Network in Whitehouse, OH and has over 11 years of experience in the finance industry.
Jennifer Roberts (CRD# 7555423) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Whitehouse, OH and has 1 year of experience in the finance industry.
Phillip Bollin (CRD# 4537321) is an Investment Advisor Representative working at Bollin Wealth Management, LLC in Perrysburg, OH and has over 13 years of experience in the finance industry. Phillip Bollin 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 putclients' interests first and comply with the Financial Planning Practice...
David Abalos (CRD# 3016364) is an Investment Advisor Representative working at Edward Jones in Lambertville, MI and has over 25 years of experience in the finance industry.
Nicholas Abalos (CRD# 6107473) is an Investment Advisor Representative working at Edward Jones in Temperance, MI and has over 11 years of experience in the finance industry.
Paul Abendroth (CRD# 2146399) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 32 years of experience in the finance industry.
Daniel Acheson (CRD# 7039238) is an Investment Advisor Representative working at Munn Wealth Management, LLC in Maumee, OH and has over 5 years of experience in the finance industry. Daniel Acheson 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.