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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
Brian Davis (CRD# 4049856) is an Investment Advisor Representative working at Principal Securities, Inc. in Richwood, OH and has over 21 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.
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.
Jordan Acer (CRD# 5590975) is an Investment Advisor Representative working at Concordia Wealth Planning, LLC in Powell, OH and has over 7 years of experience in the finance industry. Jordan 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.
Jeffery Acheson (CRD# 706698) is an Investment Advisor Representative working at Independent Financial Partners in Powell, OH and has over 25 years of experience in the finance industry. Jeffery Acheson 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.
Jeffrey Acuff (CRD# 2716981) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbus, OH and has over 28 years of experience in the finance industry.
Chad Adams (CRD# 5804903) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbus, OH and has over 9 years of experience in the finance industry.