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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
Brian Antenucci (CRD# 4898045) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 18 years of experience in the finance industry.
Michael Cambron (CRD# 38813) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 37 years of experience in the finance industry.
David Francis (CRD# 1890447) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has 1 year of experience in the finance industry.
Letitia Fulkerson (CRD# 2916780) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cincinatti, OH and has 1 year of experience in the finance industry.
James Hagerty (CRD# 2546633) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 27 years of experience in the finance industry.
Jason Katz (CRD# 4919911) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 19 years of experience in the finance industry. Jason Katz 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.
Holly Mazzocca (CRD# 5569415) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 15 years of experience in the finance industry.
Kyle Pohlman (CRD# 4653608) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has 1 year of experience in the finance industry.
Lori Poole (CRD# 6657517) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has 1 year of experience in the finance industry. Lori Poole 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.
Christopher Robbins (CRD# 5210742) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 17 years of experience in the finance industry.