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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
Gregory Heldman (CRD# 4462116) is an Investment Advisor Representative working at Avantax Advisory Services in Indianapolis, IN and has over 23 years of experience in the finance industry. Gregory Heldman 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.
Kimberly Henderson (CRD# 6989613) is an Investment Advisor Representative working at Edward Jones in Franklin, IN and has over 5 years of experience in the finance industry.
James Hendricks (CRD# 1923642) is an Investment Advisor Representative working at Primerica Advisors in Indianapolis, IN and has over 35 years of experience in the finance industry.
Kyle Hensley (CRD# 4970873) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenwood, IN and has over 14 years of experience in the finance industry. Kyle Hensley 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.
Jay Henson (CRD# 2216115) is an Investment Advisor Representative working at Tucker Asset Management LLC in Spencer, IN and has over 28 years of experience in the finance industry.
Bradley Henthorn (CRD# 2295896) is an Investment Advisor Representative working at Henthorn Agency, Inc. in Beech Grove, IN and has over 31 years of experience in the finance industry. Bradley Henthorn 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.
Christopher Herrmann (CRD# 4123657) is an Investment Advisor Representative working at Legacy Wealth Management in Plainfield, IN and has over 24 years of experience in the finance industry.
Robert Heubeck (CRD# 1472651) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Indianapolis, IN and has over 18 years of experience in the finance industry.
Dustin Heuchan (CRD# 7004834) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Franklin, IN and has over 5 years of experience in the finance industry.
Lucas Hill (CRD# 6386550) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Greenwood, IN and has over 9 years of experience in the finance industry.