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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 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.
David Wint (CRD# 869808) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Georgetown, OH and has over 29 years of experience in the finance industry.
Michael Amos (CRD# 5462809) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Milford, OH and has over 16 years of experience in the finance industry.
Daniel Bashinski (CRD# 2179180) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cincinnati, OH and has over 26 years of experience in the finance industry.
Alan Begy (CRD# 2134471) is an Investment Advisor Representative working at Lpl Financial LLC in Dayton, OH and has over 32 years of experience in the finance industry.
Myron Borth (CRD# 6065174) is an Investment Advisor Representative working at Brown Financial Advisors, LLC in Milford, OH and has over 11 years of experience in the finance industry.
Robert Bove (CRD# 3063571) is an Investment Advisor Representative working at United Advisor Group in Cincinnati, OH and has over 25 years of experience in the finance industry.
Chris Brewer (CRD# 5747135) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Milford, OH and has over 11 years of experience in the finance industry. Chris Brewer 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.
Alexander Brown (CRD# 7027765) is an Investment Advisor Representative working at Brown Financial Advisors, LLC in Milford, OH and has over 5 years of experience in the finance industry.
Gregory Brown (CRD# 5578071) is an Investment Advisor Representative working at Brown Financial Advisors, LLC in Milford, OH and has over 15 years of experience in the finance industry.