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Kevin B
Series 63, Series 65
Springfield, OH
LPL Financial
Kevin Banks is a financial advisor with LPL Financial in Springfield, OH, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Wright-Patt Credit Union, W & S Brokerage Services, Western Southern Life, and Fidelity Investments. He is also a commissioned notary. Kevin is affiliated with LPL Financial, a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customizable strategies.
Ryan S
Series 63, Series 65
Centerville, OH
LPL Enterprise
Ryan Schebo is a financial advisor with LPL Enterprise and holds the Series 63 and Series 65 designations. He has 12 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. Schebo is also the owner of Modern Money Wealth Advisors, a DBA related to his LPL business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.
Pamela C
Series 65
Springfield, OH
Cambridge Investment Research Advisors
Pamela Campbell is a Series 65-licensed financial advisor with 25 years of industry experience, currently with Cambridge Investment Research Advisors since 2011. In addition to her financial advisory role, she has owned and operated a hair design business for over 35 years and has worked as a substitute teacher for the Clark County Educational Service Center. She is also involved in retail through ownership of AveryCampbell Children's Boutique. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, offering both proprietary and third-party investment strategies tailored to client objectives.
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Finding advisors...
363 advisors near
45387
within the area shown on the map
Out of 400,000+ nationwide