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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
Julianne Charlesworth (CRD# 5048387) is an Investment Advisor Representative working at Avantax Advisory Services in Valparaiso, IN and has over 18 years of experience in the finance industry.
Justene Charlesworth (CRD# 7560692) is an Investment Advisor Representative working at Avantax Advisory Services in Valparaiso, IN and has 1 year of experience in the finance industry.
David Haldeman (CRD# 7501287) is an Investment Advisor Representative working at Commonwealth Financial Network in Valparaiso, IN and has over 2 years of experience in the finance industry.
Matthew Homan (CRD# 7447742) is an Investment Advisor Representative working at Mml Investors Services, LLC in Valparaiso, IN and has over 2 years of experience in the finance industry.
Elijah Lares (CRD# 6915122) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Valparaiso, IN and has over 4 years of experience in the finance industry.
Brett Lemmons (CRD# 7659275) is an Investment Advisor Representative working at Lpl Financial LLC in Valparaiso, IN and has 1 year of experience in the finance industry.
Morgan Meschede (CRD# 7358094) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Valparaiso, IN and has 1 year of experience in the finance industry.
Joseph Murphy (CRD# 3241119) is an Investment Advisor Representative working at Mwm Advisory Group, LLC in Valparaiso, IN and has over 6 years of experience in the finance industry.
William Pendleton (CRD# 1946333) is an Investment Advisor Representative working at On Investment Management Co in Valparaiso, IN and has over 31 years of experience in the finance industry.
Samantha Pietruszynski (CRD# 7000206) is an Investment Advisor Representative working at Hightower Advisors, LLC in Valparaiso, IN and has over 4 years of experience in the finance industry.