-
Distance Only Lebanon, OH
-
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
Roger Miller (CRD# 852164) is an Investment Advisor Representative working at Summit Financial Advisors, Inc. in Lebanon, OH and has over 39 years of experience in the finance industry. Roger Miller 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.
Robert Phebus (CRD# 6274037) is an Investment Advisor Representative working at Edward Jones in Lebanon, OH and has over 7 years of experience in the finance industry.
Nathan Sorum (CRD# 2200176) is an Investment Advisor Representative working at Lpl Financial LLC in Lebanon, OH and has over 32 years of experience in the finance industry. Nathan Sorum 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.
Richard Spillane (CRD# 2350397) is an Investment Advisor Representative working at Spillane Financial Planning, Inc. in Lebanon, OH and has over 30 years of experience in the finance industry. Richard Spillane 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 Studer (CRD# 5061588) is an Investment Advisor Representative working at Financial Wings, LLC in Lebanon, OH and has over 18 years of experience in the finance industry.
Derek Tinnin (CRD# 5394225) is an Investment Advisor Representative working at Altiora Financial Group, LLC in Lebanon, OH and has 1 year of experience in the finance industry. Derek Tinnin 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.
Ellen Weed (CRD# 4712621) is an Investment Advisor Representative working at Summit Financial Advisors, Inc. in Lebanon, OH and has over 20 years of experience in the finance industry. Ellen Weed 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.
Matthew Weed (CRD# 5112691) is an Investment Advisor Representative working at Summit Financial Advisors, Inc. in Lebanon, OH and has over 17 years of experience in the finance industry. Matthew Weed 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.
Ryan Wheatley (CRD# 6297849) is an Investment Advisor Representative working at Edward Jones in Lebanon, OH and has over 10 years of experience in the finance industry.
Angelica Anderson (CRD# 7068810) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Lebanon, OH and has over 5 years of experience in the finance industry.