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Distance Only Waterville, OH
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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
Matthew McCartney (CRD# 6693420) is an Investment Advisor Representative working at Edward Jones in Waterville, OH and has over 7 years of experience in the finance industry.
Michelle Parsons (CRD# 2850306) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Waterville, OH and has over 27 years of experience in the finance industry.
David Riggenbach (CRD# 6525192) is an Investment Advisor Representative working at Edward Jones in Waterville, OH and has over 8 years of experience in the finance industry.
Charlotte Sargeant (CRD# 4679560) is an Investment Advisor Representative working at Heritage Financial Advisors, LLC in Waterville, OH and has over 24 years of experience in the finance industry. Charlotte Sargeant 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.
Kari Williams (CRD# 4168619) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Waterville, OH and has over 20 years of experience in the finance industry.
Sasha Wright (CRD# 4954899) is an Investment Advisor Representative working at Heritage Financial Advisors, LLC in Waterville, OH and has over 18 years of experience in the finance industry. Sasha Wright 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.
James Maxwell (CRD# 2502841) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Waterville, OH and has over 29 years of experience in the finance industry.