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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
Brian Longbons (CRD# 4532001) is an Investment Advisor Representative working at Lpl Financial LLC in Richmond, IN and has over 21 years of experience in the finance industry.
Mark Lux (CRD# 719578) is an Investment Advisor Representative working at Shoreline Wealth Advisors in New Castle, IN and has over 24 years of experience in the finance industry.
Jason May (CRD# 2937688) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Munice, IN and has over 23 years of experience in the finance industry.
Terry May (CRD# 1453998) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Greenville, OH and has over 37 years of experience in the finance industry.
Trent May (CRD# 5275133) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Greenville, OH and has over 14 years of experience in the finance industry.
Cole McCardel (CRD# 6966256) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Muncie, IN and has over 5 years of experience in the finance industry. Cole McCardel 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.
Sarah McCord (CRD# 3055622) is an Investment Advisor Representative working at Cardinal Capital Management, LLC in Muncie, IN and has over 25 years of experience in the finance industry.
Jarrod McKee (CRD# 5536988) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 13 years of experience in the finance industry.
Douglas Meier (CRD# 2943484) is an Investment Advisor Representative working at State Farm Investment Management Corp. in New Castle, IN and has over 23 years of experience in the finance industry.
Dean Meyers (CRD# 1518725) is an Investment Advisor Representative working at Edward Jones in Muncie, IN and has over 37 years of experience in the finance industry.