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Distance Only West Chester, 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
Geoffrey Lombard (CRD# 2300581) is an Investment Advisor Representative working at Lifelong Investment Solutions, LLC in West Chester, OH and has over 30 years of experience in the finance industry.
Robert Lyons (CRD# 6513070) is an Investment Advisor Representative working at Lyons Wealth Management, LLC in West Chester, OH and has over 9 years of experience in the finance industry.
Beth McDonald (CRD# 5219064) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in West Chester, OH and has over 17 years of experience in the finance industry.
Tiffany McKee (CRD# 6308961) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in West Chester, OH and has over 10 years of experience in the finance industry.
Bart Metzler (CRD# 3000132) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in West Chester, OH and has over 26 years of experience in the finance industry. Bart Metzler 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.
Douglas Meyer (CRD# 6606839) is an Investment Advisor Representative working at Meyer Gates Financial Advisors, Inc. in West Chester, OH and has over 8 years of experience in the finance industry.
Montgomery Milburn (CRD# 6339471) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in West Chester, OH and has over 9 years of experience in the finance industry.
Lisa Miller (CRD# 3192856) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in West Chester, OH and has over 25 years of experience in the finance industry.
Eric Mills (CRD# 6569879) is an Investment Advisor Representative working at Primerica Advisors in West Chester, OH and has 1 year of experience in the finance industry.
Seung Mishler (CRD# 5703718) is an Investment Advisor Representative working at Edward Jones in West Chester, OH and has over 14 years of experience in the finance industry.