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Distance Only Portage, MI
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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
Jamie Phillips (CRD# 2194857) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Portage, MI and has over 28 years of experience in the finance industry.
Janene Pirbhai (CRD# 2318588) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portage, MI and has over 31 years of experience in the finance industry. Janene Pirbhai 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.
Andrew Price (CRD# 4549603) is an Investment Advisor Representative working at Bright Financial Advisors, Inc. in Portage, MI and has over 21 years of experience in the finance industry. Andrew Price 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.
Charles Prudhomme (CRD# 3180275) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has over 25 years of experience in the finance industry. Charles Prudhomme 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.
Kent Ray (CRD# 1217076) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Portage, MI and has over 40 years of experience in the finance industry.
Barbara Robbins (CRD# 1260604) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 31 years of experience in the finance industry. Barbara Robbins 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.
Timothy Rogowski (CRD# 1111731) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Portage, MI and has over 41 years of experience in the finance industry.
Brian Rose (CRD# 1922423) is an Investment Advisor Representative working at Primerica Advisors in Portage, MI and has over 35 years of experience in the finance industry.
Joshua Ruggles (CRD# 6348756) is an Investment Advisor Representative working at Cuso Financial Services in Portage, MI and has over 8 years of experience in the finance industry.
Jordan Rummel (CRD# 6587802) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has over 11 years of experience in the finance industry. Jordan Rummel 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.