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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
Matthew Hume (CRD# 4889947) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Worthington, OH and has over 19 years of experience in the finance industry.
Darrin Iverson (CRD# 6317986) is an Investment Advisor Representative working at Primerica Advisors in Worthington, OH and has 1 year of experience in the finance industry.
Matthew Jehn (CRD# 4864985) is an Investment Advisor Representative working at Royal Oak Financial Group in Worthington, OH and has over 17 years of experience in the finance industry. Matthew Jehn 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.
James Johnson (CRD# 4654091) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worthington, OH and has over 19 years of experience in the finance industry.
Robert Johnson (CRD# 1325601) is an Investment Advisor Representative working at Primerica Advisors in Worthington, OH and has over 7 years of experience in the finance industry.
Kevin Jones (CRD# 5692388) is an Investment Advisor Representative working at Huntington Financial Advisors in Worthington, OH and has over 9 years of experience in the finance industry.
Michael Kerr (CRD# 6719039) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worthington, OH and has over 5 years of experience in the finance industry.
Eric Koller (CRD# 2968385) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worthington, OH and has over 24 years of experience in the finance industry.
Richard Krombach (CRD# 4617141) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Worthington, OH and has over 19 years of experience in the finance industry.
Daniel Lamacchia (CRD# 1253052) is an Investment Advisor Representative working at Worthington Wealth Management in Worthington, OH and has over 28 years of experience in the finance industry. Daniel Lamacchia 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.