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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
James Kolb (CRD# 4457344) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wintersville, OH and has over 22 years of experience in the finance industry.
Casie Johnson (CRD# 7421283) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wintersville, OH and has 1 year of experience in the finance industry.
Rocky Ludwick (CRD# 5726038) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wintersville, OH and has over 14 years of experience in the finance industry.
John H "Jay" Williams (CRD# 6308208) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Charleston, WV and has over 9 years of experience in the finance industry.
Patrick Aaron (CRD# 5335512) is an Investment Advisor Representative working at Lpl Financial LLC in Washington, PA and has over 16 years of experience in the finance industry.
Timothy Albert (CRD# 2550286) is an Investment Advisor Representative working at Pnc Investments in Aliquippa, PA and has over 27 years of experience in the finance industry.
Thomas Anthony (CRD# 2497992) is an Investment Advisor Representative working at Anthony Investment Management, LLC in Wheeling, WV and has over 29 years of experience in the finance industry.
Tod Arbutina (CRD# 3068276) is an Investment Advisor Representative working at Three Cord True Wealth Management, LLC in Beaver, PA and has over 25 years of experience in the finance industry. Tod Arbutina 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.
Michael Barickman (CRD# 1535665) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 37 years of experience in the finance industry.
Paul Barnette (CRD# 4015846) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Wheeling, WV and has over 23 years of experience in the finance industry.