David Compton
Financial Advisor | Lima, OH Area | Roth & Traditional IRA\'s | 529 Plans | Business Retirement Plans | Stocks | Bonds
- Role
- Financial Advisor at Edward Jones
- Location
- Lima-Van Wert-Celina, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About David Compton
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Experience
Financial Advisor
Mar 2015 — Present · Lima, OH, US
Education
Bowling Green State University
Bachelor, Sport Administration and Management
1987 — 1991
Skills
- Retirement Planning
- Bonds
- Sep Ira
- Marketing
- Process Improvement
- Negotiation
- 401k Options
- Life Insurance
- Microsoft Office
- Team Building
- Business Retirement Plans, Individual Ira's, Education Savings, Equity Inv.
- Public Speaking
- Strategic Planning
- Mutual Funds
- Marketing Strategy
- Leadership
- Common Stocks
- Financial Advisory
- Customer Service
- Simple Ira
- Long Term Care Insurance
- Annuities
- Traditional & Roth Ira
- 401(K)S
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