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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
Samuel Beck (CRD# 6895513) is an Investment Advisor Representative working at Edward Jones in Lake Ozark, MO and has over 6 years of experience in the finance industry.
Clayton Bentzen (CRD# 5705905) is an Investment Advisor Representative working at Lpl Financial LLC in Osage Beach, MO and has over 14 years of experience in the finance industry.
Joseph Bustin (CRD# 2145558) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lake Ozark, MO and has over 32 years of experience in the finance industry.
Richard Carver (CRD# 6144411) is an Investment Advisor Representative working at Edward Jones in Osage Beach, MO and has over 7 years of experience in the finance industry.
Chalee Crouch (CRD# 2572960) is an Investment Advisor Representative working at Lpl Financial LLC in Eldon, MO and has over 20 years of experience in the finance industry. Chalee Crouch 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.
Rachel Curley (CRD# 5662390) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Osage Beach, MO and has over 10 years of experience in the finance industry.
Rick Duncan (CRD# 1288675) is an Investment Advisor Representative working at Edward Jones in Osage Beach, MO and has over 39 years of experience in the finance industry.
Ann Frigon (CRD# 2214445) is an Investment Advisor Representative working at Lpl Financial LLC in Roach, MO and has over 32 years of experience in the finance industry. Ann Frigon 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.
Michael Harken (CRD# 1036834) is an Investment Advisor Representative working at Principal Securities, Inc. in Camdenton, MO and has over 41 years of experience in the finance industry. Michael Harken 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.
Joseph Hartman (CRD# 3185269) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lake Ozark, MO and has over 25 years of experience in the finance industry.