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Distance Only Fort Mitchell, KY
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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
William Arthur (CRD# 2847263) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Fort Mitchell, KY and has over 17 years of experience in the finance industry.
Krystle Atkins (CRD# 6374607) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Mitchell, KY and has over 9 years of experience in the finance industry.
Kimberly Basham (CRD# 5053086) is an Investment Advisor Representative working at Huntington Financial Advisors in Fort Mitchell, KY and has over 18 years of experience in the finance industry. Kimberly Basham 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.
Carolyn Borgert (CRD# 2684977) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fort Mitchell, KY and has over 28 years of experience in the finance industry.
Joseph Burke (CRD# 6970383) is an Investment Advisor Representative working at Edward Jones in Fort Mitchell, KY and has over 5 years of experience in the finance industry.
Michael Cason (CRD# 5970873) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fort Mitchell, KY and has over 12 years of experience in the finance industry.
Alan Childs (CRD# 6530625) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Fort Mitchell, KY and has over 8 years of experience in the finance industry.
Elizabeth Corbett (CRD# 5766998) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Fort Mitchell, KY and has over 11 years of experience in the finance industry. Elizabeth Corbett 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.
Henry Darnell (CRD# 6150818) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mitchell, KY and has over 11 years of experience in the finance industry.
Sonia Demoss (CRD# 4112027) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Fort Mitchell, KY and has over 24 years of experience in the finance industry.