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Distance Only Beavercreek, OH
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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
Jerald Butts (CRD# 4383451) is an Investment Advisor Representative working at Lpl Financial LLC in Beavercreek, OH and has over 16 years of experience in the finance industry.
John Campbell (CRD# 6414346) is an Investment Advisor Representative working at G. A. Repple & Company in Beavercreek, OH and has over 7 years of experience in the finance industry.
Robert Caron (CRD# 4592041) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 21 years of experience in the finance industry.
Leslie Cool (CRD# 6506430) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Beavercreek, OH and has over 8 years of experience in the finance industry.
Michael Cozad (CRD# 5455238) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Beavercreek, OH and has over 13 years of experience in the finance industry. Michael Cozad 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.
George Cvijic (CRD# 2160826) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 32 years of experience in the finance industry.
Keevin Davis (CRD# 4834922) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Beavercreek, OH and has over 19 years of experience in the finance industry.
Matthew Difilippo (CRD# 6281080) is an Investment Advisor Representative working at Edward Jones in Beavercreek, OH and has over 10 years of experience in the finance industry.
John Doncaster (CRD# 6058770) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Beavercreek, OH and has over 10 years of experience in the finance industry.
Robert Fortman Ii (CRD# 6321257) is an Investment Advisor Representative working at Edward Jones in Beavercreek, OH and has over 9 years of experience in the finance industry.