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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
Crosby Coats (CRD# 5101439) is an Investment Advisor Representative working at Edward Jones in Gladstone, MO and has over 9 years of experience in the finance industry. Crosby Coats 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.
Robert Follmer (CRD# 7227207) is an Investment Advisor Representative working at Edward Jones in Gladstone, MO and has over 3 years of experience in the finance industry.
Mary Surber (CRD# 3016717) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Gladstone, MO and has over 23 years of experience in the finance industry.
James is a native of Northeast Missouri and holds a Bachelor of Science degree in Finance from University of Central Missouri. James has earned three professional designations since entering the financial services profession in 1990, Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU). His certifications were awarded through the American College in Bryn Mawr, PA. The American College provided financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning...
Glenn Able (CRD# 1380183) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 18 years of experience in the finance industry.
Michael Abramson (CRD# 5216324) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 17 years of experience in the finance industry.
Timothy Accurso (CRD# 5595335) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Overland Park, KS and has over 15 years of experience in the finance industry.
Kevin Adams (CRD# 6202919) is an Investment Advisor Representative working at Equitable Advisors, LLC in Overland Park, KS and has over 10 years of experience in the finance industry.
Scott Adams (CRD# 2279746) is an Investment Advisor Representative working at Copper Financial in Leawood, KS and has over 29 years of experience in the finance industry. Scott Adams 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.
Su Adams (CRD# 6844537) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 5 years of experience in the finance industry.