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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
Charles Archer (CRD# 1741636) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Charlotte, MI and has over 35 years of experience in the finance industry.
Jane Boyd (CRD# 5841864) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charlotte, MI and has over 7 years of experience in the finance industry.
Robert Crocker (CRD# 4690557) is an Investment Advisor Representative working at Edward Jones in Charlotte, MI and has over 6 years of experience in the finance industry.
Lorri Doolittle (CRD# 4743320) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charlotte, MI and has over 13 years of experience in the finance industry.
Nicholas Horstman (CRD# 6420312) is an Investment Advisor Representative working at Edward Jones in Charlotte, MI and has over 9 years of experience in the finance industry.
Martin Latchaw (CRD# 4310598) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Charlotte, MI and has over 23 years of experience in the finance industry. Martin Latchaw 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.
Lance Roe (CRD# 1951011) is an Investment Advisor Representative working at Lpl Financial LLC in Charlotte, MI and has over 35 years of experience in the finance industry.
Jeanne Tomasek (CRD# 6151886) is an Investment Advisor Representative working at Edward Jones in Charlotte, MI and has over 11 years of experience in the finance industry.
Paul Tomasek (CRD# 5074796) is an Investment Advisor Representative working at Edward Jones in Charlotte, MI and has over 18 years of experience in the finance industry.
Joshua Dreps (CRD# 7794171) is an Investment Advisor Representative working at Edward Jones in Charlotte, MI and has 1 year of experience in the finance industry.