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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
Leon Bennett (CRD# 6376334) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plainwell, MI and has over 9 years of experience in the finance industry.
Sean Budlong (CRD# 5889110) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plainwell, MI and has over 13 years of experience in the finance industry. Sean Budlong 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.
Deborah Clark (CRD# 4422005) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Plainwell, MI and has over 17 years of experience in the finance industry.
Carlton Jacobson (CRD# 2427944) is an Investment Advisor Representative working at Good Life Advisors, LLC in Plainwell, MI and has over 26 years of experience in the finance industry.
Kelly Liebbe (CRD# 5204075) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Plainwell, MI and has over 15 years of experience in the finance industry.
William Sanders (CRD# 2391964) is an Investment Advisor Representative working at Commonwealth Financial Network in Plainwell, MI and has over 29 years of experience in the finance industry. William Sanders 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.
Antwan Ward (CRD# 6992489) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Plainwell, MI and has over 5 years of experience in the finance industry.
Brandon Wilkins (CRD# 6124683) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plainwell, MI and has over 11 years of experience in the finance industry.
Morgan Yaw (CRD# 6472320) is an Investment Advisor Representative working at Edward Jones in Plainwell, MI and has over 5 years of experience in the finance industry.
Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at Huntington Financial Advisors in Kalamazoo, MI and has over 16 years of experience in the finance industry. Brian Ailes 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.