-
Distance Only Fishers, IN
-
COMPENSATION Either
-
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
Jason Buck (CRD# 4019618) is an Investment Advisor Representative working at Interocean Capital in Fishers, IN and has over 24 years of experience in the finance industry. Jason Buck 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.
Matthew Burke (CRD# 1853516) is an Investment Advisor Representative working at Commonwealth Financial Network in Fishers, IN and has over 31 years of experience in the finance industry. Matthew Burke 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.
Samantha Bush (CRD# 6210826) is an Investment Advisor Representative working at Lpl Financial LLC in Fishers, IN and has over 10 years of experience in the finance industry. Samantha Bush 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.
Justin Castelli (CRD# 4892009) is an Investment Advisor Representative working at Rls Wealth in Fishers, IN and has over 19 years of experience in the finance industry. Justin Castelli 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.
Nicholas Catlin (CRD# 4341374) is an Investment Advisor Representative working at Cbg & Company, Inc. in Fishers, IN and has over 23 years of experience in the finance industry. Nicholas Catlin 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.
Richard Cooke (CRD# 6401162) is an Investment Advisor Representative working at 2point0 Financial in Fishers, IN and has over 9 years of experience in the finance industry. Richard Cooke 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.
Sean Dixon (CRD# 6643778) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fishers, IN and has over 7 years of experience in the finance industry.
John Duffin (CRD# 1431524) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Fishers, IN and has over 38 years of experience in the finance industry.
Robert Dunlap (CRD# 2586876) is an Investment Advisor Representative working at Lpl Financial LLC in Fishers, IN and has over 29 years of experience in the finance industry.
James Edwards (CRD# 4541907) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fishers, IN and has over 20 years of experience in the finance industry.