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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
Larry Coyle (CRD# 4665774) is an Investment Advisor Representative working at Bfc Planning, Inc. in Liberty, IN and has over 20 years of experience in the finance industry.
Donald Thomas (CRD# 7055287) is an Investment Advisor Representative working at Edward Jones in Liberty, IN and has over 5 years of experience in the finance industry.
Phillip Abshire (CRD# 2667585) is an Investment Advisor Representative working at Edward Jones in Oxford, OH and has over 28 years of experience in the finance industry.
Aaron Ames (CRD# 2574303) is an Investment Advisor Representative working at Lpl Financial LLC in Oxford, OH and has over 14 years of experience in the finance industry.
Roger Ames (CRD# 1083148) is an Investment Advisor Representative working at Lpl Financial LLC in Oxford, OH and has over 41 years of experience in the finance industry. Roger Ames 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.
Jeffrey Arvay (CRD# 1574548) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Fairfield, OH and has over 25 years of experience in the finance industry.
David Bachmeyer (CRD# 1284112) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cincinnati, OH and has over 38 years of experience in the finance industry.
Edward Barren (CRD# 1526214) is an Investment Advisor Representative working at Primerica Advisors in Cincinnati, OH and has over 37 years of experience in the finance industry.
Justin Barrett (CRD# 7032950) is an Investment Advisor Representative working at Edward Jones in Hamilton, OH and has over 5 years of experience in the finance industry.
Donald Bates (CRD# 2612645) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richmond, IN and has over 29 years of experience in the finance industry.