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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
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...
Jack Harlos (CRD# 2245378) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Zionsville, IN and has over 31 years of experience in the finance industry. Jack Harlos 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.
Timothy Harris (CRD# 2173650) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Zionsville, IN and has over 31 years of experience in the finance industry.
Beth Helm (CRD# 4043406) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Zionsville, IN and has over 23 years of experience in the finance industry.
Joshua Helvie (CRD# 2894058) is an Investment Advisor Representative working at Lpl Financial LLC in Zionsville, IN and has over 26 years of experience in the finance industry.
David Hobbs (CRD# 5004505) is an Investment Advisor Representative working at Hobbs Wealth Management in Zionsville, IN and has over 16 years of experience in the finance industry. David Hobbs 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.
Patrick Hoehne (CRD# 6080106) is an Investment Advisor Representative working at Centerpoint Wealth Management, LLC in Zionsville, IN and has over 11 years of experience in the finance industry.
Jennifer Holland (CRD# 4650230) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Zionsville, IN and has over 19 years of experience in the finance industry.
Cheri Jones (CRD# 2798299) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Zionsville, IN and has over 21 years of experience in the finance industry.
Matthew Kolb (CRD# 6207292) is a licensed Investment Advisor Representative working at Timpe Investment Advisory Services, LLC in Zionsville, IN. Matthew has over seven years of experience within the investment and tax planning environment. Timpe investment advisors work with clients in a fiduciary capacity to maintain a long-term, tax-efficient focus to investing.
Rashid Kourany (CRD# 2446244) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Zionsville, IN and has over 30 years of experience in the finance industry.