-
Distance Only Carmel, IN
-
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
Gordon Campbell (CRD# 6374489) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Carmel, IN and has over 9 years of experience in the finance industry.
Ronald Campbell (CRD# 2559717) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Carmel, IN and has over 29 years of experience in the finance industry. Ronald Campbell 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.
Chad Cannady (CRD# 3080344) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Carmel, IN and has over 25 years of experience in the finance industry.
Charles Carter (CRD# 6557071) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 8 years of experience in the finance industry. Charles Carter 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.
Hannah Cash (CRD# 6642711) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 7 years of experience in the finance industry.
Charles Castino (CRD# 6412121) is an Investment Advisor Representative working at Indie Asset Partners, LLC in Carmel, IN and has over 9 years of experience in the finance industry. Charles Castino 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.
John Cech (CRD# 3258988) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Carmel, IN and has over 24 years of experience in the finance industry.
Ka Chan (CRD# 3185180) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Carmel, IN and has over 25 years of experience in the finance industry.
Ted Christofolis (CRD# 1382619) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 38 years of experience in the finance industry. Ted Christofolis 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.
Laura Clark (CRD# 2268084) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 31 years of experience in the finance industry.