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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
James Carroll (CRD# 2336415) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cincinnati, OH and has over 31 years of experience in the finance industry.
Janel Carroll (CRD# 4926419) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry. Janel Carroll 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 Carter (CRD# 5901756) is an Investment Advisor Representative working at Edward Jones in Cincinnati, OH and has over 12 years of experience in the finance industry.
Daniel Carter (CRD# 5141797) is an Investment Advisor Representative working at Fort Washington Investment Advisors Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.
Reed Carter (CRD# 6643462) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 5 years of experience in the finance industry.
Scott Carter (CRD# 1644659) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 37 years of experience in the finance industry.
John Casey (CRD# 2515480) is an Investment Advisor Representative working at Huntington Financial Advisors in Cincinnati, OH and has over 29 years of experience in the finance industry.
Anthony Casnellie (CRD# 4311204) is an Investment Advisor Representative working at On Investment Management Co in Cincinnati, OH and has over 13 years of experience in the finance industry.
Brian Cassin (CRD# 6280178) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Covington, KY and has over 10 years of experience in the finance industry. Brian Cassin 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.
John Cassin (CRD# 5880730) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cincinnati, OH and has over 13 years of experience in the finance industry.