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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
Lukas Baumgartner (CRD# 5994180) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Indianapolis, IN and has over 11 years of experience in the finance industry.
George Bawcum (CRD# 5818542) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Indianapolis, IN and has over 6 years of experience in the finance industry.
Gary Baxter (CRD# 4342490) is an Investment Advisor Representative working at Baxter Capital Management Inc. in Indianapolis, IN and has 1 year of experience in the finance industry.
Richard Beachler (CRD# 1322154) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Indianapolis, IN and has over 39 years of experience in the finance industry.
Lisa Beally (CRD# 6887071) is an Investment Advisor Representative working at Edward Jones in Indianapolis, IN and has over 6 years of experience in the finance industry.
Elaine Beaty (CRD# 5968990) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 12 years of experience in the finance industry.
Christopher Bechert (CRD# 4346181) is an Investment Advisor Representative working at Edward Jones in Shelbyville, IN and has over 23 years of experience in the finance industry.
Kathleen Beck (CRD# 4170848) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indianapolis, IN and has over 22 years of experience in the finance industry.
Nancy Beck (CRD# 1399902) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Indianapolis, IN and has over 38 years of experience in the finance industry. Nancy Beck 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.
Robert Beck (CRD# 1029688) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greenwood, IN and has over 40 years of experience in the finance industry.