-
Distance Only Zionsville, IN
-
COMPENSATION Either
-
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
Thomas Hardin (CRD# 838414) is an Investment Advisor Representative working at Canterbury Investment Management, LLC in Indianapolis, IN and has over 35 years of experience in the finance industry. Thomas Hardin has taken additional exams to become a Chartered Market Technician (CMT), CMTs must pass comprehensive exams in technical market analysis offered through the Market Technicians Association. 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...
Kimberly Custer (CRD# 3070629) is an Investment Advisor Representative working at Canterbury Investment Management, LLC in Zionsville, IN and has over 22 years of experience in the finance industry.
Michael Dickerson (CRD# 4183308) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Zionsville, IN and has over 23 years of experience in the finance industry. Michael Dickerson 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.
Brett Esselburn (CRD# 4995550) is an Investment Advisor Representative working at Equitable Advisors, LLC in Zionsville, IN and has over 17 years of experience in the finance industry.
Gregory Flynn (CRD# 6691579) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Zionsville, IN and has over 7 years of experience in the finance industry. Gregory Flynn 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.
Malcolm Frost (CRD# 1312220) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Zionsville, IN and has over 39 years of experience in the finance industry.
Andrew Gleaves (CRD# 2737813) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Zionsville, IN and has over 27 years of experience in the finance industry.
Samuel Gleaves (CRD# 6958821) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Zionsville, IN and has over 5 years of experience in the finance industry. Samuel Gleaves 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.
Christy Gregory (CRD# 5141582) is an Investment Advisor Representative working at Sycamore Asset Management, LLC in Zionsville, IN and has over 17 years of experience in the finance industry. Christy Gregory 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.
Christopher Hale (CRD# 5185911) is an Investment Advisor Representative working at Pnc Investments in Zionsville, IN and has over 16 years of experience in the finance industry.
Deborah Hanson (CRD# 4649028) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Zionsville, IN and has over 20 years of experience in the finance industry.