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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
Christopher Carlson (CRD# 6180029) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 11 years of experience in the finance industry.
Richard Carmel (CRD# 1703060) is an Investment Advisor Representative working at Mml Investors Services, LLC in West Chester, OH and has over 23 years of experience in the finance industry.
Travis Carnes (CRD# 3108808) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Centerville, OH and has over 25 years of experience in the finance industry.
Robert Caron (CRD# 4592041) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 21 years of experience in the finance industry.
Ryan Carpe (CRD# 6333389) is an Investment Advisor Representative working at Edward Jones in Yellow Springs, OH and has over 9 years of experience in the finance industry.
James Carroll (CRD# 2336415) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cincinnati, OH and has over 31 years of experience in the finance industry.
Janel Carroll (CRD# 4926419) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry. Janel Carroll 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.
Christopher Carter (CRD# 5901756) is an Investment Advisor Representative working at Edward Jones in Cincinnati, OH and has over 12 years of experience in the finance industry.
Reed Carter (CRD# 6643462) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 5 years of experience in the finance industry.
Scott Carter (CRD# 1644659) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 37 years of experience in the finance industry.