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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
Emilee Lawrence (CRD# 5951169) is an Investment Advisor Representative working at Lpl Financial LLC in Kalamazoo, MI and has over 12 years of experience in the finance industry.
Stan Ledvina (CRD# 4200184) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kalamazoo, MI and has over 23 years of experience in the finance industry.
Brian Lee (CRD# 6511955) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saint Joseph, MI and has over 8 years of experience in the finance industry. Brian Lee 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.
Sophit Lee (CRD# 3041901) is an Investment Advisor Representative working at Docsa Capital Management, Inc. in Portage, MI and has over 26 years of experience in the finance industry. Sophit Lee 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.
Patti Lent (CRD# 4771390) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Portage, MI and has over 20 years of experience in the finance industry.
Wesley Lentz (CRD# 3111134) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 25 years of experience in the finance industry. Wesley Lentz 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.
Joshua Leonard (CRD# 5947619) is an Investment Advisor Representative working at Leonard Advisory Group LLC in Saint Joseph, MI and has over 7 years of experience in the finance industry.
April Lesicki (CRD# 4742240) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kalamazoo, MI and has over 13 years of experience in the finance industry.
Kelly Liebbe (CRD# 5204075) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Plainwell, MI and has over 15 years of experience in the finance industry.
Daniel Liehr (CRD# 2855530) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kalamazoo, MI and has over 27 years of experience in the finance industry.