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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
Joshua Brumbaugh (CRD# 6440239) is an Investment Advisor Representative working at Shoreline Wealth Advisors in New Castle, IN and has over 10 years of experience in the finance industry.
Robert Bumbalough (CRD# 4561433) is an Investment Advisor Representative working at Shoreline Wealth Advisors in New Castle, IN and has over 21 years of experience in the finance industry.
Gregory Burch (CRD# 2721813) is an Investment Advisor Representative working at L.m. Kohn & Company in Fairfield, OH and has over 27 years of experience in the finance industry.
Katharine Burger (CRD# 6688339) is an Investment Advisor Representative working at Stonex Advisors Inc. in Brookville, IN and has over 7 years of experience in the finance industry.
Dayna Byrd-Mattress (CRD# 2632282) is an Investment Advisor Representative working at Primerica Advisors in Cincinnati, OH and has 1 year of experience in the finance industry.
James Carroll (CRD# 2336415) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cincinnati, OH and has over 30 years of experience in the finance industry.
Neil Cate (CRD# 6862763) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Fairfield, OH and has over 6 years of experience in the finance industry.
Andrew Cebulskie (CRD# 5597664) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cincinnati, OH and has over 15 years of experience in the finance industry.
David Cheatham (CRD# 4558824) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hamilton, OH and has over 3 years of experience in the finance industry.
John Cioffi (CRD# 2376946) is an Investment Advisor Representative working at Vertice Capital Partners, LLC in Oxford, OH and has over 24 years of experience in the finance industry.