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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
Lucas Fields (CRD# 5318847) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Worthington, OH and has over 16 years of experience in the finance industry.
Joseph Finneran (CRD# 1045946) is an Investment Advisor Representative working at Tricord Wealth Advisors in Worthington, OH and has over 40 years of experience in the finance industry. Joseph Finneran 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.
Christopher Fisher (CRD# 5286782) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worthington, OH and has 1 year of experience in the finance industry.
Kevin Foley (CRD# 1095936) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Worthington, OH and has over 33 years of experience in the finance industry.
Phillip Garey (CRD# 5505576) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Worthington, OH and has over 7 years of experience in the finance industry.
Randall Gerber (CRD# 2124731) is an Investment Advisor Representative working at Gerber, LLC in Worthington, OH and has over 29 years of experience in the finance industry.
Jonathan Gerschman (CRD# 5788666) is an Investment Advisor Representative working at Equitable Advisors, LLC in Worthington, OH and has over 10 years of experience in the finance industry.
Matthew Goedde (CRD# 4938337) is an Investment Advisor Representative working at Equitable Advisors, LLC in Worthington, OH and has over 18 years of experience in the finance industry.
Trammayne Golson (CRD# 6205667) is an Investment Advisor Representative working at Primerica Advisors in Worthington, OH and has 1 year of experience in the finance industry.