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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
Angela Curtis (CRD# 2232825) is an Investment Advisor Representative working at Lpl Financial LLC in Centerville, OH and has over 32 years of experience in the finance industry. Angela Curtis 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.
George Cvijic (CRD# 2160826) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 32 years of experience in the finance industry.
Kristi Daniel (CRD# 6906100) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sidney, OH and has over 6 years of experience in the finance industry.
Beverly Daugherty (CRD# 1638163) is an Investment Advisor Representative working at Primerica Advisors in Dayton, OH and has over 37 years of experience in the finance industry.
Charles Daugherty (CRD# 6449423) is an Investment Advisor Representative working at Primerica Advisors in Dayton, OH and has over 5 years of experience in the finance industry.
Brian Daulton (CRD# 4254497) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Vandalia, OH and has over 13 years of experience in the finance industry.
Cory Davenport (CRD# 4750954) is an Investment Advisor Representative working at Sound Financial Investment Management, LLC in Dayton, OH and has over 19 years of experience in the finance industry. Cory Davenport 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.
Jessica Davis (CRD# 6260728) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 7 years of experience in the finance industry. Jessica Davis 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.
Keevin Davis (CRD# 4834922) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Beavercreek, OH and has over 19 years of experience in the finance industry.
Keith Davis (CRD# 1177735) is an Investment Advisor Representative working at Principal Securities, Inc. in Centerville, OH and has over 13 years of experience in the finance industry.