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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
Kevin Larger (CRD# 2344287) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Vandalia, OH and has over 22 years of experience in the finance industry.
Ryan Lavielle (CRD# 4930202) is an Investment Advisor Representative working at Cuso Financial Services in Kettering, OH and has over 17 years of experience in the finance industry.
James Lavy (CRD# 1371384) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Beavercreek, OH and has 1 year of experience in the finance industry.
Ryan Lee (CRD# 5364013) is an Investment Advisor Representative working at Captrust in Dayton, OH and has over 16 years of experience in the finance industry. Ryan Lee 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.
Brian Leen (CRD# 2712600) is an Investment Advisor Representative working at Park Avenue Securities LLC in Dayton, OH and has 1 year of experience in the finance industry.
Kenneth Leist (CRD# 2142376) is an Investment Advisor Representative working at Eubel Brady & Suttman in Dayton, OH and has over 33 years of experience in the finance industry.
Lawrence Lentz (CRD# 733747) is an Investment Advisor Representative working at Stonex Advisors Inc. in Beavercreek, OH and has over 40 years of experience in the finance industry.
William Leonard (CRD# 4245306) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dayton, OH and has over 18 years of experience in the finance industry.
David Levorchick (CRD# 4849302) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Sidney, OH and has over 18 years of experience in the finance industry.
Elizabeth Li (CRD# 2982513) is an Investment Advisor Representative working at Ehmli Investment Advisors LLC in Dayton, OH and has over 26 years of experience in the finance industry. Elizabeth Li 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.