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Distance Only Greenwood, IN
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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
Lara Desotel (CRD# 3125966) is an Investment Advisor Representative working at Financial Plans & Strategies, Inc. in Greenwood, IN and has over 12 years of experience in the finance industry.
Sarah Eder (CRD# 4679411) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenwood, IN and has over 20 years of experience in the finance industry.
Bryan Epperson (CRD# 3222558) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenwood, IN and has over 24 years of experience in the finance industry.
James Evans (CRD# 2788537) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenwood, IN and has over 27 years of experience in the finance industry.
Adam Faust (CRD# 4725981) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Greenwood, IN and has over 20 years of experience in the finance industry.
Kelly Fennelly (CRD# 4500829) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenwood, IN and has over 21 years of experience in the finance industry. Kelly Fennelly 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.
Vesta Fisher (CRD# 4697903) is an Investment Advisor Representative working at Pnc Investments in Greenwood, IN and has over 20 years of experience in the finance industry.
Bartholomew Fox (CRD# 2892852) is an Investment Advisor Representative working at Fox Custom Financial Planning LLC in Greenwood, IN and has over 26 years of experience in the finance industry. Bartholomew Fox 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.
Evan Fruits (CRD# 6860061) is an Investment Advisor Representative working at Koon Financial Planning & Consulting/kfp&c in Greenwood, IN and has over 6 years of experience in the finance industry.
Scott Frye (CRD# 6342436) is an Investment Advisor Representative working at Edward Jones in Greenwood, IN and has over 9 years of experience in the finance industry.