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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
Michael Daugherty (CRD# 867334) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Canton, OH and has over 28 years of experience in the finance industry.
Dustin Davies (CRD# 6326818) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Berea, OH and has over 9 years of experience in the finance industry.
Brian Davis (CRD# 2264620) is an Investment Advisor Representative working at Lpl Financial LLC in Richfield, OH and has over 31 years of experience in the finance industry. Brian Davis 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 Davis (CRD# 4685981) is an Investment Advisor Representative working at Cunningham Wealth Management in Broadview Heights, OH and has 1 year of experience in the finance industry.
James Dawson (CRD# 6498757) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 8 years of experience in the finance industry.
Joseph Dazey (CRD# 3041876) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Akron, OH and has over 22 years of experience in the finance industry. Joseph Dazey 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.
Brian Dean (CRD# 1735706) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Cleveland, OH and has over 25 years of experience in the finance industry.
Gentry Dean (CRD# 6928899) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 5 years of experience in the finance industry.
Matthew Dean (CRD# 5426459) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brunswick, OH and has over 7 years of experience in the finance industry.
Sean Deasy (CRD# 4297377) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Independence, OH and has over 23 years of experience in the finance industry.