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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
Brendan McCarthy (CRD# 5826633) is an Investment Advisor Representative working at Edward Jones in Union City, MI and has over 12 years of experience in the finance industry.
Bridget McDermott (CRD# 2647809) is an Investment Advisor Representative working at Lpl Financial LLC in Angola, IN and has over 28 years of experience in the finance industry.
Peter McDonald (CRD# 4808534) is an Investment Advisor Representative working at Equitable Advisors, LLC in Kendallville, IN and has over 19 years of experience in the finance industry.
Kimmy Morris (CRD# 5137390) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Hillsdale, MI and has over 17 years of experience in the finance industry.
James Morrison (CRD# 340742) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Coldwater, MI and has over 41 years of experience in the finance industry.
Joshua Nix (CRD# 5648898) is an Investment Advisor Representative working at Edward Jones in Kendallville, IN and has over 14 years of experience in the finance industry.
Earl Oberlin (CRD# 847192) is an Investment Advisor Representative working at Oberlin Wealth Partners, LLC in Bryan, OH and has over 38 years of experience in the finance industry. Earl Oberlin 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.
Lori Olson (CRD# 1965195) is an Investment Advisor Representative working at Edward Jones in Angola, IN and has over 31 years of experience in the finance industry.
Matthew Patillo (CRD# 5834891) is an Investment Advisor Representative working at Edward Jones in Hillsdale, MI and has over 11 years of experience in the finance industry.
Jill Powers (CRD# 2348471) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bryan, OH and has over 30 years of experience in the finance industry. Jill Powers 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.