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Distance Metro area (25 miles)
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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
Kristi Montgomery (CRD# 5988468) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mattoon, IL and has over 12 years of experience in the finance industry.
Thomas Moore (CRD# 2559735) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Robinson, IL and has over 29 years of experience in the finance industry. Thomas Moore 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.
Jeffrey Oetting (CRD# 2787939) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Charleston, IL and has over 26 years of experience in the finance industry.
David Phipps (CRD# 3147804) is an Investment Advisor Representative working at Lpl Financial LLC in Mattoon, IL and has over 25 years of experience in the finance industry.
Ronald Pohl (CRD# 4491151) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Robinson, IL and has over 5 years of experience in the finance industry.
Harold Pope (CRD# 1051135) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mattoon, IL and has over 40 years of experience in the finance industry. Harold Pope 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.
Matthew Pope (CRD# 2371695) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mattoon, IL and has over 26 years of experience in the finance industry.
Jason Popovich (CRD# 3164017) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mattoon, IL and has over 25 years of experience in the finance industry.
Douglas Sager (CRD# 2538982) is an Investment Advisor Representative working at Ica Group Wealth Management, LLC in Charleston, IL and has over 28 years of experience in the finance industry.
William Sandiford (CRD# 6309399) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Robinson, IL and has over 9 years of experience in the finance industry.