-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Todd Klass (CRD# 7159715) is an Investment Advisor Representative working at Edward Jones in Clinton, IN and has over 4 years of experience in the finance industry.
Dierdre Llewellyn (CRD# 3002223) is an Investment Advisor Representative working at Wells Fargo Advisors in Terre Haute, IN and has over 26 years of experience in the finance industry. Dierdre Llewellyn 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.
Caleb Moore (CRD# 7383758) is an Investment Advisor Representative working at Lpl Financial LLC in Terre Haute, IN and has over 2 years of experience in the finance industry.
Christopher Ortiz (CRD# 7569090) is an Investment Advisor Representative working at Pnc Investments in Greencastle, IN and has 1 year of experience in the finance industry.
Brock Oxford (CRD# 7556392) is an Investment Advisor Representative working at Spyglass Investment Management in Terre Haute, IN and has 1 year of experience in the finance industry.
Tyler Rogerson (CRD# 7335040) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Terre Haute, IN and has over 2 years of experience in the finance industry.
Heather Taylor (CRD# 5881396) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Greencastle, IN and has over 13 years of experience in the finance industry.