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Distance Only Oakwood, OH
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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
Leonard Boord (CRD# 25926) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Oakwood, OH and has over 34 years of experience in the finance industry.
Martin Brown (CRD# 1163111) is an Investment Advisor Representative working at M.k. Brown Wealth Advisory in Oakwood, OH and has over 40 years of experience in the finance industry. Martin Brown 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 Culbertson (CRD# 4521222) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oakwood, OH and has over 21 years of experience in the finance industry.
Joseph Eck (CRD# 6516555) is an Investment Advisor Representative working at Stage Ready Financial Planning in Oakwood, OH and has over 7 years of experience in the finance industry. Joseph Eck 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.
David Garel (CRD# 5644848) is an Investment Advisor Representative working at Edward Jones in Oakwood, OH and has over 14 years of experience in the finance industry.
Darren Harp (CRD# 2970051) is an Investment Advisor Representative working at Artifex Financial Group, LLC in Oakwood, OH and has over 25 years of experience in the finance industry.
Brian Hayes (CRD# 2490730) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Oakwood, OH and has over 13 years of experience in the finance industry.
Stacia Kerlin-Welch (CRD# 2956530) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oakwood, OH and has over 16 years of experience in the finance industry.
Douglas Kinsey (CRD# 1223159) is an Investment Advisor Representative working at Artifex Financial Group, LLC in Oakwood, OH and has over 24 years of experience in the finance industry. Douglas Kinsey 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.
Sarah Boyd (CRD# 6573790) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oakwood, OH and has over 3 years of experience in the finance industry.