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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
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.
Terry Littrell (CRD# 5559279) is an Investment Advisor Representative working at Primerica Advisors in Worthington, OH and has over 11 years of experience in the finance industry.
Kyle Loch (CRD# 5837574) is an Investment Advisor Representative working at Primerica Advisors in Worthington, OH and has 1 year of experience in the finance industry.
Phillip Lovegrove (CRD# 4610604) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Worthington, OH and has over 16 years of experience in the finance industry. Phillip Lovegrove 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.
Scott Lucas (CRD# 1489956) is an Investment Advisor Representative working at Invicta Advisors LLC in Worthington, OH and has over 36 years of experience in the finance industry.
Linda Mackov (CRD# 1202104) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Worthington, OH and has over 9 years of experience in the finance industry.
David Marlin (CRD# 6925672) is an Investment Advisor Representative working at Agdeavor Investments in Worthington, OH and has over 6 years of experience in the finance industry.
Clark May (CRD# 4822763) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Worthington, OH and has over 12 years of experience in the finance industry.
Bradley McColly (CRD# 6199265) is an Investment Advisor Representative working at Primerica Advisors in Worthington, OH and has over 6 years of experience in the finance industry.
Mary McKenna (CRD# 6535875) is an Investment Advisor Representative working at Primerica Advisors in Worthington, OH and has over 8 years of experience in the finance industry.