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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
William Lamar (CRD# 4315788) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Heath, OH and has over 23 years of experience in the finance industry.
Gregory Large (CRD# 3183665) is an Investment Advisor Representative working at Lpl Financial LLC in Newark, OH and has over 25 years of experience in the finance industry.
Nathan Larrick (CRD# 4701226) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cambridge, OH and has over 20 years of experience in the finance industry.
Edward Lowry (CRD# 4233163) is an Investment Advisor Representative working at Edward Jones in Heath, OH and has over 23 years of experience in the finance industry.
Brent Markley (CRD# 1399374) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Cambridge, OH and has over 38 years of experience in the finance industry.
Steven Marvin (CRD# 6835721) is an Investment Advisor Representative working at Edward Jones in Cambridge, OH and has over 6 years of experience in the finance industry.
Mark McKimmins (CRD# 3061004) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Utica, OH and has over 25 years of experience in the finance industry. Mark McKimmins 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.
Myra Miley-Werry (CRD# 5135694) is an Investment Advisor Representative working at Primerica Advisors in New Concord, OH and has 1 year of experience in the finance industry.
Dirk Miller (CRD# 2929740) is an Investment Advisor Representative working at Pnc Investments in Heath, OH and has over 26 years of experience in the finance industry.
John Morris (CRD# 4224040) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Newark, OH and has over 23 years of experience in the finance industry.