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Distance Only Carmel, IN
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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
David Dassell (CRD# 4922055) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Carmel, IN and has over 18 years of experience in the finance industry.
Jordan Davan (CRD# 6256664) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, IN and has over 10 years of experience in the finance industry.
Bradley Davis (CRD# 5323883) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Carmel, IN and has over 14 years of experience in the finance industry.
Charles Davis (CRD# 5441093) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 16 years of experience in the finance industry. Charles Davis 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.
Kevin Davis (CRD# 5400496) is an Investment Advisor Representative working at Archer Investment Corporation in Carmel, IN and has over 16 years of experience in the finance industry. Kevin Davis 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.
Keenan Dean (CRD# 6370174) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Carmel, IN and has over 8 years of experience in the finance industry.
Craig Demaree (CRD# 4535931) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Carmel, IN and has over 21 years of experience in the finance industry.
Andrew Denny (CRD# 2915158) is an Investment Advisor Representative working at Lincoln Investment in Carmel, IN and has over 26 years of experience in the finance industry.
Chintan Desai (CRD# 6353200) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has over 9 years of experience in the finance industry. Chintan Desai 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.
Sathish Dharma (CRD# 5743823) is an Investment Advisor Representative working at Pnc Investments in Carmel, IN and has over 14 years of experience in the finance industry.