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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
Joseph Larson (CRD# 7457474) is an Investment Advisor Representative working at Lpl Financial LLC in West Chester, OH and has 1 year of experience in the finance industry.
Amy Leindecker (CRD# 7331395) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in West Chester, OH and has over 2 years of experience in the finance industry.
Bridget Mitchell (CRD# 2805145) is an Investment Advisor Representative working at Captrust in West Chester, OH and has over 27 years of experience in the finance industry. Bridget Mitchell 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.
Irene Mukasa-Mayanja (CRD# 6241770) is an Investment Advisor Representative working at Primerica Advisors in West Chester, OH and has 1 year of experience in the finance industry.
Kwanyin Nixon (CRD# 7280066) is an Investment Advisor Representative working at Primerica Advisors in West Chester, OH and has over 3 years of experience in the finance industry.
Jonathan Patton (CRD# 6512160) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in West Chester, OH and has over 3 years of experience in the finance industry.
Cole Razete (CRD# 6709433) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in West Chester, OH and has over 4 years of experience in the finance industry.
Rebecca Reynolds (CRD# 6031312) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in West Chester, OH and has 1 year of experience in the finance industry.
Curtis Riley (CRD# 7210326) is an Investment Advisor Representative working at Inertia Wealth Management in West Chester, OH and has over 4 years of experience in the finance industry.
Matthew Savoti (CRD# 5758985) is an Investment Advisor Representative working at Harvest Financial Advisors, LLC in West Chester, OH and has 1 year of experience in the finance industry.