-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Kevin Snead (CRD# 6460271) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Albany, OH and has over 8 years of experience in the finance industry.
Courtney Storer (CRD# 7267439) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Albany, OH and has over 2 years of experience in the finance industry.
Tyson Strachan (CRD# 7120784) is an Investment Advisor Representative working at Oceanside Advisors LLC in New Albany, OH and has over 5 years of experience in the finance industry.
Teresa Owsley (CRD# 2483337) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Powell, OH and has over 28 years of experience in the finance industry.
Matthew Freiburger, CFA, CPA (CRD# 5207204) is an Investment Advisor Representative working at Shuttleworth & Company in Dublin, OH and has over 14 years of experience in the finance industry.
Andrew Lehman (CRD# 5706352) is an Investment Advisor Representative working at Inspire Advisors, LLC in Columbus, OH and has over 12 years of experience in the finance industry. Andrew Lehman 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Fred Abbott (CRD# 2278230) is an Investment Advisor Representative working at Lpl Financial LLC in Westerville, OH and has over 30 years of experience in the finance industry. Fred Abbott 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.
Augustus Abel (CRD# 3176436) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Powell, OH and has over 24 years of experience in the finance industry.
Adam Abramowitz (CRD# 2898995) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbus, OH and has over 25 years of experience in the finance industry.
Clay Acer (CRD# 6112873) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Columbus, OH and has over 6 years of experience in the finance industry. Clay Acer 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.