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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
Matthew Albin (CRD# 6578916) is an Investment Advisor Representative working at Avantax Advisory Services in Lees Summit, MO and has over 5 years of experience in the finance industry.
Timothy Alvarado (CRD# 5528193) is an Investment Advisor Representative working at On Investment Management Co in Lees Summit, MO and has over 15 years of experience in the finance industry.
Eldon Anderson (CRD# 1375171) is an Investment Advisor Representative working at Equity Wealth Partners, LLC in Independence, MO and has over 38 years of experience in the finance industry. Eldon Anderson 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.
Jason Anderson (CRD# 3239094) is an Investment Advisor Representative working at Equity Wealth Partners, LLC in Independence, MO and has over 24 years of experience in the finance industry.
Annett Andrallanno (CRD# 2683247) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Blue Springs, MO and has over 25 years of experience in the finance industry.
Charles Appleton (CRD# 5916698) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Warrensburg, MO and has over 12 years of experience in the finance industry. Charles Appleton 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.
Dennis Bacon (CRD# 2426051) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lees Summit, MO and has over 30 years of experience in the finance industry. Dennis Bacon 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.
Ricky Bain (CRD# 4525494) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lees Summit, MO and has over 21 years of experience in the finance industry.
Thomas Bales (CRD# 2205439) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 32 years of experience in the finance industry.
Taylor Black (CRD# 6160643) is an Investment Advisor Representative working at Black Capital Management, LLC in Grain Valley, MO and has over 10 years of experience in the finance industry.