-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Alan Alderfer (CRD# 2245020) is an Investment Advisor Representative working at Lpl Financial LLC in Warsaw, IN and has over 30 years of experience in the finance industry.
Michael Bergen (CRD# 2229382) is an Investment Advisor Representative working at Lpl Financial LLC in Warsaw, IN and has over 31 years of experience in the finance industry.
Kurt Boggs (CRD# 6541921) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Warsaw, IN and has over 8 years of experience in the finance industry. Kurt Boggs 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.
Bradley Brail (CRD# 2722963) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Warsaw, IN and has over 28 years of experience in the finance industry. Bradley Brail 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.
Jessica Bricker (CRD# 6867195) is an Investment Advisor Representative working at Lpl Financial LLC in Warsaw, IN and has over 6 years of experience in the finance industry. Jessica Bricker 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.
Justin Elliott (CRD# 6159957) is an Investment Advisor Representative working at Edward Jones in Warsaw, IN and has over 10 years of experience in the finance industry.
Jason Ellis (CRD# 4900995) is an Investment Advisor Representative working at Edward Jones in Warsaw, IN and has over 19 years of experience in the finance industry.
Christopher Frazzetta (CRD# 6145415) is an Investment Advisor Representative working at Lpl Financial LLC in Warsaw, IN and has over 11 years of experience in the finance industry.
Lee Heyde (CRD# 4602062) is an Investment Advisor Representative working at Independent Financial Group, LLC in Warsaw, IN and has over 20 years of experience in the finance industry.