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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
Tyler Henderson (CRD# 5243395) is an Investment Advisor Representative working at Monterey Wealth in Moscow, OH and has over 10 years of experience in the finance industry. Tyler Henderson 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.
James Holden (CRD# 3026505) is an Investment Advisor Representative working at Edward Jones in Georgetown, OH and has over 26 years of experience in the finance industry.
Allison Hornback (CRD# 6442400) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Erlanger, KY and has over 9 years of experience in the finance industry.
Bradley Howard (CRD# 4754385) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Crestview Hills, KY and has over 19 years of experience in the finance industry.
Amanda Ives (CRD# 5215712) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Union, KY and has over 17 years of experience in the finance industry.
Shannon Johnson Mobley (CRD# 2583704) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Florence, KY and has over 29 years of experience in the finance industry.
Corey Jordan (CRD# 2591025) is an Investment Advisor Representative working at Wells Fargo Advisors in Elsmere, KY and has over 29 years of experience in the finance industry.
Patrick Jordan (CRD# 2596005) is an Investment Advisor Representative working at Global Retirement Partners LLC in Edgewood, KY and has over 29 years of experience in the finance industry.
Mark Josaitis (CRD# 5998829) is an Investment Advisor Representative working at Lpl Financial LLC in Edgewood, KY and has over 12 years of experience in the finance industry.
Donald Jump (CRD# 3175057) is an Investment Advisor Representative working at Belpointe Asset Management LLC in New Richmond, OH and has over 23 years of experience in the finance industry.