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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...
Deborah Capria (CRD# 1694458) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indianapolis, IN and has over 35 years of experience in the finance industry.
Meredith Carbrey (CRD# 5515511) is a Senior Wealth Advisor at Bedel Financial Consulting Inc. in Indianapolis, IN and has 24 years of experience in the finance industry. Meredith Carbrey 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 putclients' interests first and comply with the Financial Planning Practice Standards.
James Carey (CRD# 5342815) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Indianapolis, IN and has over 16 years of experience in the finance industry.
Mitchell Carnes (CRD# 6995060) is an Investment Advisor Representative working at Mariner Wealth in Indianapolis, IN and has over 5 years of experience in the finance industry.
Jenny Carney (CRD# 3247221) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Indianapolis, IN and has over 24 years of experience in the finance industry.
Steve Carr (CRD# 2784322) is an Investment Advisor Representative working at Peloton Wealth Strategists, Inc. in Indianapolis, IN and has over 19 years of experience in the finance industry. He holds a BA in Business Administration from Taylor University, an MBA in Finance and Derivative Markets from Loyola University-Chicago, and is a CFA charterholder.
Peloton manages custom investment portfolios and provides strategic financial advice on a fee-only basis. Please visit pelotonwealth.com to learn more.
Kelly Carroll (CRD# 4519291) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indianapolis, IN and has over 17 years of experience in the finance industry.
Charles Carter (CRD# 6557071) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 8 years of experience in the finance industry. Charles Carter 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.
Paul Casey (CRD# 2267612) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indianapolis, IN and has over 31 years of experience in the finance industry.
Hannah Cash (CRD# 6642711) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 8 years of experience in the finance industry.