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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
James Kreid (CRD# 2239213) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Peoria, IL and has over 27 years of experience in the finance industry.
Nathan Kunkle (CRD# 3264039) is an Investment Advisor Representative working at Wells Fargo Advisors in Peoria, IL and has over 9 years of experience in the finance industry.
Stephen Lawler (CRD# 1193477) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Dunlap, IL and has over 40 years of experience in the finance industry.
Andre Leverett (CRD# 6090291) is an Investment Advisor Representative working at Prudential Financial Planning Services in Peoria, IL and has over 11 years of experience in the finance industry.
Anthony Linthicum (CRD# 2298959) is an Investment Advisor Representative working at Equitable Advisors, LLC in Peoria, IL and has over 31 years of experience in the finance industry.
Gregory Lippert (CRD# 6582836) is an Investment Advisor Representative working at Mml Investors Services, LLC in Germantown Hills, IL and has over 7 years of experience in the finance industry. Gregory Lippert 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.
Andrew Lister (CRD# 3191245) is an Investment Advisor Representative working at David Vaughan Investments, LLC in Peoria, IL and has 1 year of experience in the finance industry.
Grace Lowe (CRD# 5420071) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Peoria, IL and has over 16 years of experience in the finance industry. Grace Lowe 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.
Michael Mahoney (CRD# 1396448) is an Investment Advisor Representative working at Cypress Asset Management, Inc. in Peoria Heights, IL and has over 32 years of experience in the finance industry. Michael Mahoney 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.
Ralph Martin (CRD# 1357741) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Washington, IL and has over 32 years of experience in the finance industry.