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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
Dustin Beam (CRD# 4252465) is an Investment Advisor Representative working at L.m. Kohn & Company in Troy, OH and has over 23 years of experience in the finance industry. Dustin Beam 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.
Todd Belden (CRD# 5202154) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Celina, OH and has over 12 years of experience in the finance industry.
Scott Benter (CRD# 5736704) is an Investment Advisor Representative working at Edward Jones in Portland, IN and has over 14 years of experience in the finance industry.
Theodore Bertke (CRD# 2298483) is an Investment Advisor Representative working at Lincoln Investment in Maria Stein, OH and has 1 year of experience in the finance industry.
Kimberly Bish (CRD# 4342458) is an Investment Advisor Representative working at Key Investment Services LLC in Vandalia, OH and has over 22 years of experience in the finance industry.
Michael Bobilya (CRD# 5015799) is an Investment Advisor Representative working at Wells Fargo Advisors in Troy, OH and has over 18 years of experience in the finance industry.
Ronald Bodey (CRD# 1760080) is an Investment Advisor Representative working at Avantax Advisory Services in Troy, OH and has over 24 years of experience in the finance industry.
Brett Bogan (CRD# 2576940) is an Investment Advisor Representative working at Avantax Advisory Services in Troy, OH and has over 25 years of experience in the finance industry.
Jeffery Boland (CRD# 4175327) is an Investment Advisor Representative working at Edward Jones in Englewood, OH and has over 23 years of experience in the finance industry.
Ross Brown (CRD# 4993459) is an Investment Advisor Representative working at Edward Jones in New Bremen, OH and has over 18 years of experience in the finance industry.