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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
Nathan Legrand (CRD# 2657326) is an Investment Advisor Representative working at Org Partners in Roanoke, IN and has over 28 years of experience in the finance industry. Nathan Legrand 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.
Rick Lengacher (CRD# 4430762) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Goshen, IN and has over 22 years of experience in the finance industry.
Andrew Lewis (CRD# 2187326) is an Investment Advisor Representative working at Key Investment Services LLC in Warsaw, IN and has over 32 years of experience in the finance industry.
John Liechty (CRD# 2413363) is an Investment Advisor Representative working at Integrated Financial Planning Solutions, LLC in Goshen, IN and has over 30 years of experience in the finance industry. John Liechty 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.
Derek Loucks (CRD# 6302244) is an Investment Advisor Representative working at Avantax Advisory Services in Nappanee, IN and has over 8 years of experience in the finance industry.
Thomas Lynn (CRD# 2335533) is an Investment Advisor Representative working at Edward Jones in Goshen, IN and has over 31 years of experience in the finance industry.
Andrew Manes (CRD# 3228529) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Warsaw, IN and has over 24 years of experience in the finance industry.
Trent McBride (CRD# 5575584) is an Investment Advisor Representative working at Edward Jones in Huntington, IN and has over 15 years of experience in the finance industry.
Faron McClain (CRD# 5660091) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Columbia City, IN and has over 14 years of experience in the finance industry.
Brian McMullen (CRD# 6688751) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Warsaw, IN and has over 7 years of experience in the finance industry.