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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
Philip Gibbs (CRD# 6455252) is an Investment Advisor Representative working at Trella Wealth in Bowling Green, KY and has over 9 years of experience in the finance industry. Philip Gibbs 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.
Chad Goodman (CRD# 5210782) is an Investment Advisor Representative working at Lpl Financial LLC in Bowling Green, KY and has over 17 years of experience in the finance industry. Chad Goodman 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 Gray (CRD# 5902753) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bowling Green, KY and has over 12 years of experience in the finance industry.
David Greer (CRD# 6806643) is an Investment Advisor Representative working at Pnc Investments in Bowling Green, KY and has over 6 years of experience in the finance industry.
James Gurman (CRD# 4182138) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Springfield, TN and has over 23 years of experience in the finance industry.
Charles Hall (CRD# 2586814) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bowling Green, KY and has over 29 years of experience in the finance industry.
Thomas Hall (CRD# 4920989) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bowling Green, KY and has over 18 years of experience in the finance industry.
Jacob Harper (CRD# 4645544) is an Investment Advisor Representative working at Edward Jones in Bowling Green, KY and has over 21 years of experience in the finance industry.
Andrew Head (CRD# 4747119) is an Investment Advisor Representative working at Journey Financial Management, LLC in Bowling Green, KY and has over 20 years of experience in the finance industry. Andrew Head 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.
Heather Hughes (CRD# 6864936) is an Investment Advisor Representative working at Tony Walker Financial in Bowling Green, KY and has over 6 years of experience in the finance industry.