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Distance Only Miamisburg, 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
Julie Brown (CRD# 6261567) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Miamisburg, OH and has over 10 years of experience in the finance industry. Julie Brown 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 Buck (CRD# 2625902) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Miamisburg, OH and has over 24 years of experience in the finance industry. Christopher Buck 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.
Mark Burton (CRD# 3188382) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Miamisburg, OH and has over 25 years of experience in the finance industry.
Randolph Byrd (CRD# 1330633) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 39 years of experience in the finance industry.
Aaron S Campbell (CRD# 5503157) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 15 years of experience in the finance industry.
Christopher Carlson (CRD# 6180029) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 10 years of experience in the finance industry.
Neerja Chaudhry (CRD# 2344189) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Miamisburg, OH and has over 26 years of experience in the finance industry. Neerja Chaudhry 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.
Daniel Christie (CRD# 2154093) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 32 years of experience in the finance industry.
Adam Chudde (CRD# 5594055) is an Investment Advisor Representative working at Rightwealth Advisors, LLC in Miamisburg, OH and has over 15 years of experience in the finance industry.
Kathleen L. Clark (CRD# 4141612) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 24 years of experience in the finance industry.