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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
Phillip Kozen (CRD# 2917301) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Huber Heights, OH and has over 25 years of experience in the finance industry.
Gerald Krach (CRD# 2445544) is an Investment Advisor Representative working at Buckingham Capital Management, Inc. in Dayton, OH and has over 27 years of experience in the finance industry.
Sunil Kulkarni (CRD# 5266207) is an Investment Advisor Representative working at Nuts2invest.com, LLC in Tipp City, OH and has over 16 years of experience in the finance industry.
Courtenay Kull (CRD# 2373376) is an Investment Advisor Representative working at Pnc Investments in Dayton, OH and has over 30 years of experience in the finance industry.
Elizabeth Kussman (CRD# 5012642) is an Investment Advisor Representative working at M.k. Brown Wealth Advisory in Dayton, OH and has over 18 years of experience in the finance industry.
Shelby Lake (CRD# 3276060) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Centerville, OH and has over 24 years of experience in the finance industry.
Michael Lamb (CRD# 4549982) is an Investment Advisor Representative working at Monetary Solutions, Ltd. in Dayton, OH and has 1 year of experience in the finance industry. Michael Lamb 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 Lampe (CRD# 2397314) is an Investment Advisor Representative working at Rightwealth Advisors, LLC in Dayton, OH and has over 30 years of experience in the finance industry. Robert Lampe 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.
Chris Landis (CRD# 2396307) is an Investment Advisor Representative working at Pnc Investments in Dayton, OH and has over 28 years of experience in the finance industry.
Adam Langdon (CRD# 2447642) is an Investment Advisor Representative working at Lpl Financial LLC in Troy, OH and has over 19 years of experience in the finance industry.