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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
Hugh Patton (CRD# 720551) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in West Chester, OH and has over 37 years of experience in the finance industry.
Michelle Payne (CRD# 6565791) is an Investment Advisor Representative working at Primerica Advisors in West Chester, OH and has 1 year of experience in the finance industry.
Daniel Petty (CRD# 4227645) is an Investment Advisor Representative working at Primerica Advisors in West Chester, OH and has over 23 years of experience in the finance industry.
Andrea Piovesan (CRD# 6920835) is an Investment Advisor Representative working at Primerica Advisors in West Chester, OH and has over 5 years of experience in the finance industry.
Jamie Powell (CRD# 1596875) is an Investment Advisor Representative working at Capital Advisory Services, LLC in West Chester, OH and has over 35 years of experience in the finance industry. Jamie Powell 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.
Paul Reinhart (CRD# 2086851) is an Investment Advisor Representative working at Bfc Planning, Inc. in West Chester, OH and has over 33 years of experience in the finance industry.
Donald Richards (CRD# 5889889) is an Investment Advisor Representative working at Primerica Advisors in West Chester, OH and has 1 year of experience in the finance industry.
James Riley (CRD# 4156976) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in West Chester, OH and has over 24 years of experience in the finance industry.
Matthew Ringle (CRD# 6689957) is an Investment Advisor Representative working at Park Avenue Securities LLC in West Chester, OH and has over 4 years of experience in the finance industry. Matthew Ringle 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.
Mary Ann Rothan (CRD# 6760208) is an Investment Advisor Representative working at Primerica Advisors in West Chester, OH and has 1 year of experience in the finance industry.