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Distance Only Centerville, 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
Bobbie Elam (CRD# 4540645) is an Investment Advisor Representative working at Primerica Advisors in Centerville, OH and has 1 year of experience in the finance industry.
Joseph Elam (CRD# 4195892) is an Investment Advisor Representative working at Primerica Advisors in Centerville, OH and has 1 year of experience in the finance industry.
Alan Elovitz (CRD# 4134040) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Centerville, OH and has over 24 years of experience in the finance industry.
Todd Evans (CRD# 2733519) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Centerville, OH and has over 27 years of experience in the finance industry. Todd Evans 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 Fink (CRD# 1787670) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Centerville, OH and has over 36 years of experience in the finance industry.
Nicholas Fry (CRD# 7057244) is an Investment Advisor Representative working at Fry Investment Advisors, Inc. in Centerville, OH and has over 22 years of experience in the finance industry.
Philip Gallagher (CRD# 5030302) is an Investment Advisor Representative working at Lpl Financial LLC in Centerville, OH and has over 11 years of experience in the finance industry.
Randolph Gantt (CRD# 3274350) is an Investment Advisor Representative working at Fiduciary Wealth Group, LLC in Centerville, OH and has over 24 years of experience in the finance industry. Randolph Gantt 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.
John Girvin (CRD# 4555739) is an Investment Advisor Representative working at Fiduciary Wealth Group, LLC in Centerville, OH and has 1 year of experience in the finance industry. John Girvin 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.
Steven Goad (CRD# 1472622) is an Investment Advisor Representative working at Fry Investment Advisors, Inc. in Centerville, OH and has 1 year of experience in the finance industry.