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Distance Only Centerville, 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
William Marker (CRD# 5500252) is an Investment Advisor Representative working at The Borland Group in Centerville, OH and has over 16 years of experience in the finance industry. William Marker 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.
Tricia Marteney (CRD# 7238971) is an Investment Advisor Representative working at Edward Jones in Centerville, OH and has over 4 years of experience in the finance industry.
Nicholas Schubeler (CRD# 5453641) is an Investment Advisor Representative working at The Private Investment Group, Inc. in Centerville, OH and has over 14 years of experience in the finance industry.
Natalie Specht (CRD# 5234676) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Centerville, OH and has over 13 years of experience in the finance industry.
Jennifer Van Horn (CRD# 7693542) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Centerville, OH and has 1 year of experience in the finance industry.
Luke Williamson (CRD# 7752685) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Centerville, OH and has 1 year of experience in the finance industry.
Samuel Williamson (CRD# 7366151) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Centerville, OH and has 1 year of experience in the finance industry.
Charles Woodhull (CRD# 7248347) is an Investment Advisor Representative working at Lpl Financial LLC in Centerville, OH and has over 3 years of experience in the finance industry.
Brad Zent (CRD# 3200328) is an Investment Advisor Representative working at Eagle Strategies LLC in Centerville, OH and has over 22 years of experience in the finance industry.