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Distance Only Marion, IA
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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
Ryan Norton (CRD# 5947714) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Marion, IA and has over 11 years of experience in the finance industry. Ryan Norton 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.
James Russell (CRD# 407576) is an Investment Advisor Representative working at Lpl Financial LLC in Marion, IA and has over 36 years of experience in the finance industry.
Teddy Steger (CRD# 4815947) is an Investment Advisor Representative working at Edward Jones in Marion, IA and has over 19 years of experience in the finance industry.
Andrew Tuecke (CRD# 5490991) is an Investment Advisor Representative working at Stewards Advisory Services in Marion, IA and has 1 year of experience in the finance industry. Andrew Tuecke 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.
Matthew Westberry (CRD# 4908745) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Marion, IA and has over 18 years of experience in the finance industry.
John Westfall (CRD# 2426225) is an Investment Advisor Representative working at Edward Jones in Marion, IA and has over 30 years of experience in the finance industry.
Ashley Fowler (CRD# 5956073) is an Investment Advisor Representative working at Choreo, LLC in Marion, IA and has over 12 years of experience in the finance industry.
Dawn Frost (CRD# 7262720) is an Investment Advisor Representative working at Lpl Financial LLC in Marion, IA and has over 2 years of experience in the finance industry.
Dana Goshon (CRD# 7319521) is an Investment Advisor Representative working at Edward Jones in Marion, IA and has over 3 years of experience in the finance industry.
Nicholas Grabe (CRD# 7568908) is an Investment Advisor Representative working at Edward Jones in Marion, IA and has 1 year of experience in the finance industry.