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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
Vicki Balhoff (CRD# 1246911) is an Investment Advisor Representative working at Triad Advisors, LLC in Sylvania, OH and has over 39 years of experience in the finance industry.
Irshad Bannister (CRD# 5486067) is an Investment Advisor Representative working at Lpl Financial LLC in Toledo, OH and has over 14 years of experience in the finance industry.
Jeffrey Barefoot (CRD# 1195222) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Perrysburg, OH and has over 39 years of experience in the finance industry.
David Barkholz (CRD# 6072552) is an Investment Advisor Representative working at Lpl Financial LLC in Perrysburg, OH and has 1 year of experience in the finance industry.
Angela Barney (CRD# 4051233) is an Investment Advisor Representative working at Mml Investors Services, LLC in Toledo, OH and has over 17 years of experience in the finance industry.
Bernard Barrow (CRD# 4342383) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Maumee, OH and has over 23 years of experience in the finance industry. Bernard Barrow 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.
Andrew Barthel (CRD# 6591924) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Napoleon, OH and has over 7 years of experience in the finance industry.
David Baum (CRD# 2180551) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Perrysburg, OH and has over 32 years of experience in the finance industry.
James Beakas (CRD# 1620001) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Toledo, OH and has over 37 years of experience in the finance industry.
Richard Bechtel (CRD# 1377610) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Maumee, OH and has over 25 years of experience in the finance industry.