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Distance Only New Castle, IN
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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.
Scott Clampitt (CRD# 1278576) is an Investment Advisor Representative working at Scott Clampitt, Registered Investment Advisor in New Castle, IN and has over 39 years of experience in the finance industry.
Michelle Frazier (CRD# 6088070) is an Investment Advisor Representative working at Edward Jones in New Castle, IN and has over 11 years of experience in the finance industry.
Erika Gilman (CRD# 4534104) is an Investment Advisor Representative working at Edward Jones in New Castle, IN and has over 21 years of experience in the finance industry.
Richard Graham (CRD# 1701736) is an Investment Advisor Representative working at Lifecare Retirement Solutions Inc. in New Castle, IN and has over 36 years of experience in the finance industry. Richard Graham 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.
Erika Hayes (CRD# 6060962) is an Investment Advisor Representative working at Edward Jones in New Castle, IN and has over 10 years of experience in the finance industry.
Vicki Kelsey (CRD# 5476589) is an Investment Advisor Representative working at Shoreline Wealth Advisors in New Castle, IN and has over 16 years of experience in the finance industry.
Ryan Lawson (CRD# 6367321) is an Investment Advisor Representative working at OneAmerica Securities in Indianapolis, IN and has 2 years of experience in the finance industry.
Mark Lux (CRD# 719578) is an Investment Advisor Representative working at Shoreline Wealth Advisors in New Castle, IN and has over 24 years of experience in the finance industry.