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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
Fred Abbott (CRD# 2278230) is an Investment Advisor Representative working at Lpl Financial LLC in Westerville, OH and has over 30 years of experience in the finance industry. Fred Abbott 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.
Steven Ayers (CRD# 2360578) is an Investment Advisor Representative working at Tucker Asset Management LLC in Westerville, OH and has 1 year of experience in the finance industry.
Edward Bacher (CRD# 5565922) is an Investment Advisor Representative working at Lpl Financial LLC in Westerville, OH and has over 14 years of experience in the finance industry. Edward Bacher 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.
Johnie Barker (CRD# 6691568) is an Investment Advisor Representative working at Edward Jones in Westerville, OH and has over 7 years of experience in the finance industry.
Jeffrey Best (CRD# 2157059) is an Investment Advisor Representative working at Buckeye Wealth Management LLC in Westerville, OH and has over 23 years of experience in the finance industry. Jeffrey Best 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.
Douglas Bickert (CRD# 5924499) is an Investment Advisor Representative working at Edward Jones in Westerville, OH and has over 12 years of experience in the finance industry.
Duane Borcherding (CRD# 4454696) is an Investment Advisor Representative working at Eagle Strategies LLC in Westerville, OH and has over 21 years of experience in the finance industry.
Ryan Bosler (CRD# 5258208) is an Investment Advisor Representative working at Jericho Financial in Westerville, OH and has over 17 years of experience in the finance industry. Ryan Bosler 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.
Gregory Brooks (CRD# 1677862) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 3 years of experience in the finance industry.
Mark Bucciere (CRD# 1996252) is an Investment Advisor Representative working at Planmember Securities Corporation in Westerville, OH and has over 14 years of experience in the finance industry.