Distance Metro area (25 miles)
- 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
Christopher Dold (CRD# 3137224) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Monticello, IN and has over 21 years of experience in the finance industry. Christopher Dold 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.
Shannon Mattix (CRD# 2469340) is an Investment Advisor Representative working at Prudential Financial Planning Services in Monticello, IN and has over 26 years of experience in the finance industry.