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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
Daniel Griffith (CRD# 6780997) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Beavercreek, OH and has over 5 years of experience in the finance industry. Daniel Griffith 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.
Jason Hallmark (CRD# 5518655) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Beavercreek, OH and has over 15 years of experience in the finance industry. Jason Hallmark 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.
Llewellyn Hayes (CRD# 5579352) 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.
Martin Hummel (CRD# 5110466) is an Investment Advisor Representative working at G. A. Repple & Company in Beavercreek, OH and has 1 year of experience in the finance industry.
Brent Jackson (CRD# 6139826) is an Investment Advisor Representative working at G. A. Repple & Company in Beavercreek, OH and has over 11 years of experience in the finance industry.
Aaron Jobson (CRD# 6989592) is an Investment Advisor Representative working at Edward Jones in Beavercreek, OH and has over 5 years of experience in the finance industry.
James Lavy (CRD# 1371384) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Beavercreek, OH and has 1 year of experience in the finance industry.
Lawrence Lentz (CRD# 733747) is an Investment Advisor Representative working at Stonex Advisors Inc. in Beavercreek, OH and has over 39 years of experience in the finance industry.
Michael Lundy (CRD# 2913579) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Beavercreek, OH and has 1 year of experience in the finance industry.
James Marker (CRD# 1260359) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Beavercreek, OH and has over 21 years of experience in the finance industry.